Gould Capital, LLC

Position in CAT — Caterpillar Inc

CIK 1908965 TACOMA, WA

Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,570,609

+$85,695 QoQ

Shares Held

3,353

-31.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

#1,445

of 4,031 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Industrials · as of Jun 30, 2026

Gould Capital, LLC holds $3,603,041 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	3,353	$3,570,609
2	PCAR	Paccar Inc	270	$32,432

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,570,609	3,353	-31.8%	Shares	Sole	2026-08-07
2026-03-31	$3,484,914	4,919	-37.7%	Shares	Sole	2026-05-18
2025-12-31	$4,520,517	7,891	-5.6%	Shares	Sole	2026-02-13
2025-09-30	$3,987,065	8,356	-2.2%	Shares	Sole	2025-11-17
2025-06-30	$3,316,089	8,542	+1.7%	Shares	Sole	2025-08-14
2025-03-31	$2,770,320	8,400	-1.4%	Shares	Sole	2025-05-14
2024-12-31	$3,091,077	8,521	-1.8%	Shares	Sole	2025-02-21
2024-09-30	$3,393,748	8,677	-1.8%	Shares	Sole	2024-11-18
2024-06-30	$2,942,938	8,835	-16.4%	Shares	Sole	2024-08-15
2024-03-31	$3,872,065	10,567	-4.1%	Shares	Sole	2024-05-13
2023-12-31	$3,258,579	11,021	+0.6%	Shares	Sole	2024-02-15
2023-09-30	$2,989,350	10,950	-2.1%	Shares	Sole	2023-11-09
2023-06-30	$2,753,299	11,190	+0.2%	Shares	Sole	2023-08-25
2023-03-31	$2,555,913	11,169	-20.3%	Shares	Sole	2023-05-16
2022-12-31	$3,355,277	14,006	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$2,339,616	14,259	+1.8%	Shares	Sole	2022-11-23
2022-06-30	$2,504,963	14,013	-0.1%	Shares	Sole	2022-08-03
2022-03-31	$3,126,610	14,032	-8.8%	Shares	Sole	2022-07-21
2021-12-31	$3,179,454	15,379	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.