Position in CAT
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$3,662,734
+$830,470 QoQ
Shares Held
5,170
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 89%
None 11%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $6,561,137 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (55.8% of the industry book) .
All Filings in CAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,662,734 | 5,170 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,832,264 | 4,944 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,410,079 | 5,051 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,998,501 | 5,148 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,200,140 | 3,639 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,330,238 | 3,667 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,479,213 | 3,782 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,015,620 | 3,049 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $717,469 | 1,958 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $272,607 | 922 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $414,429 | 1,811 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $448,933 | 1,874 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $291,731 | 1,778 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $367,207 | 1,648 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $320,447 | 1,550 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||