Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$74,543
-$185,461 QoQ
Shares Held
70
-80.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,924
of 4,031 holders
Holding Since
Mar 2021
16 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, 2026Activest Wealth Management holds $101,441 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.5% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,543 | 70 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $260,004 | 367 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $339,139 | 592 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $84,455 | 177 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $48,914 | 126 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,596 | 20 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $725 | 2 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $4,347 | 19 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $3,396 | 19 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $4,233 | 19 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,928 | 19 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $5,759 | 30 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $13,710 | 63 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $21,563 | 93 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||