Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$318,405
+$112,952 QoQ
Shares Held
299
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#3,477
of 4,045 holders
Holding Since
Sep 2022
14 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, 2026Morton Brown Family Wealth, LLC holds $347,280 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.7% of the industry book) .
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,405 | 299 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $205,453 | 290 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $166,132 | 290 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $138,373 | 290 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $120,733 | 311 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $102,567 | 311 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $105,200 | 290 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $113,424 | 290 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $96,599 | 290 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $106,264 | 290 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $85,744 | 290 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $79,170 | 290 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $915 | 4 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $820 | 5 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||