Private Wealth Asset Management, LLC

Position in CAT — Caterpillar Inc

CIK 1883006 OMAHA, NE

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$14,677,516

+$4,810,086 QoQ

Shares Held

13,783

-1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.64%

of 13F equity value

Holder Rank

#694

of 4,031 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $24,204,303 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (60.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	13,783	$14,677,516
2	DE	Deere & Co	14,318	$9,082,336
3	AGCO	Agco Corp /De	2,111	$252,686
4	PCAR	Paccar Inc	1,237	$148,588
5	LNN	Lindsay Corp	200	$24,760
6	MTW	Manitowoc Co Inc	685	$9,514
7	TEX	Terex Corp	123	$8,903

All Filings in CAT

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,677,516	13,783	-1.0%	Shares	Sole	2026-08-11
2026-03-31	$9,867,430	13,928	+2.0%	Shares	Sole	2026-05-06
2025-12-31	$7,823,112	13,656	-1.2%	Shares	Sole	2026-02-10
2025-09-30	$6,597,075	13,826	-1.3%	Shares	Sole	2025-11-03
2025-06-30	$5,439,986	14,013	-1.3%	Shares	Sole	2025-07-28
2025-03-31	$4,684,149	14,203	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.