Position in CAT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$591,019
+$197,824 QoQ
Shares Held
555
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,949
of 4,045 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $832,630 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.0% of the industry book) .
All Filings in CAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,019 | 555 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $393,195 | 555 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $385,541 | 673 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $386,491 | 810 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $274,464 | 707 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $192,273 | 583 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $211,489 | 583 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $206,902 | 529 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $194,197 | 583 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $213,628 | 583 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $166,166 | 562 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $151,242 | 554 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $123,025 | 500 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $114,420 | 500 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $127,206 | 531 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $82,040 | 500 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $89,380 | 500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $36,765 | 165 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $31,424 | 152 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||