Wayfinding Financial, LLC

Position in CAT — Caterpillar Inc

CIK 1898131 LYNNWOOD, WA

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,279,950

+$705,044 QoQ

Shares Held

2,141

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#1,784

of 4,045 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Wayfinding Financial, LLC holds $4,222,569 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,141	$2,279,950
2	PCAR	Paccar Inc	13,759	$1,652,731
3	DE	Deere & Co	457	$289,888

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,279,950	2,141	-3.7%	Shares	Sole	2026-08-13
2026-03-31	$1,574,906	2,223	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$1,257,449	2,195	-4.1%	Shares	Sole	2026-02-12
2025-09-30	$1,092,673	2,290	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$994	2,292	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$759,529	2,303	-0.6%	Shares	Sole	2025-04-29
2024-12-31	$840,877	2,318	+4.3%	Shares	Sole	2025-02-11
2024-06-30	$740,148	2,222	-16.1%	Shares	Sole	2024-08-09
2024-03-31	$969,940	2,647	-0.7%	Shares	Sole	2024-05-09
2023-12-31	$788,256	2,666	-1.3%	Shares	Sole	2024-01-10
2023-09-30	$737,373	2,701	+0.6%	Shares	Sole	2023-11-02
2023-06-30	$660,644	2,685	+2.8%	Shares	Sole	2023-07-31
2023-03-31	$597,730	2,612	+14.7%	Shares	Sole	2023-05-05
2022-12-31	$483	2,278	-7.5%	Shares	Sole	2023-02-10
2022-09-30	$404,129	2,463	+1.5%	Shares	Sole	2022-11-09
2022-06-30	$433,850	2,427	-0.9%	Shares	Sole	2022-08-09
2022-03-31	$545,463	2,448	+7.5%	Shares	Sole	2022-05-09
2021-12-31	$470,953	2,278	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.