HB Wealth Management, LLC

Position in CAT — Caterpillar Inc

CIK 1911253 Atlanta, GA

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$48,394,380

+$15,176,108 QoQ

Shares Held

45,445

-3.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#345

of 4,031 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HB Wealth Management, LLC holds $64,345,545 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	45,445	$48,394,380
2	DE	Deere & Co	14,234	$9,029,053
3	PCAR	Paccar Inc	42,888	$5,151,706
4	OSK	Oshkosh Corp	5,250	$805,770
5	FSS	Federal Signal Corp /De/	5,611	$720,957
6	CNH	CNH Industrial N.V.	21,699	$243,679

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,394,380	45,445	-3.1%	Shares	Sole	2026-07-29
2026-03-31	$33,218,272	46,888	+3.3%	Shares	Sole	2026-04-27
2025-12-31	$26,013,453	45,409	+1.8%	Shares	Sole	2026-01-28
2025-09-30	$21,278,504	44,595	+7.6%	Shares	Sole	2025-10-23
2025-06-30	$16,087,810	41,441	-6.1%	Shares	Sole	2025-07-17
2025-03-31	$14,549,127	44,115	+16.7%	Shares	Sole	2025-05-07
2024-12-31	$13,713,779	37,804	+3.5%	Shares	Sole	2025-01-15
2024-09-30	$14,279,791	36,510	-3.1%	Shares	Sole	2024-10-15
2024-06-30	$12,548,876	37,673	+1.4%	Shares	Sole	2024-07-26
2024-03-31	$13,608,843	37,139	+5.9%	Shares	Sole	2024-04-30
2023-12-31	$10,372,694	35,082	+1.5%	Shares	Sole	2024-01-16
2023-09-30	$9,432,150	34,550	+5.8%	Shares	Sole	2023-10-13
2023-06-30	$8,031,564	32,642	+7.7%	Shares	Sole	2023-07-13
2023-03-31	$6,936,369	30,311	+0.9%	Shares	Sole	2023-04-13
2022-12-31	$7,196,382	30,040	+7.7%	Shares	Sole	2023-01-20
2022-09-30	$4,575,534	27,886	+11.2%	Shares	Sole	2022-10-19
2022-06-30	$4,484,194	25,085	+7.9%	Shares	Sole	2022-07-15
2022-03-31	$5,182,347	23,258	+32.1%	Shares	Sole	2022-05-16
2021-12-31	$3,640,691	17,610	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.