Raleigh Capital Management Inc.

Position in CAT — Caterpillar Inc

CIK 1911726 CARY, NC

Position in CAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,042,537

-$93,124 QoQ

Shares Held

979

-38.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#2,464

of 4,045 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Raleigh Capital Management Inc. holds $1,047,884 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	979	$1,042,537
2	DE	Deere & Co	8	$5,074
3	OSK	Oshkosh Corp	1	$153
4	PCAR	Paccar Inc	1	$120
5	CNH	CNH Industrial N.V.	0	$0

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,042,537	979	-38.9%	Shares	Sole	2026-07-21
2026-03-31	$1,135,661	1,603	-2.6%	Shares	Sole	2026-04-28
2025-12-31	$942,371	1,645	-2.8%	Shares	Sole	2026-01-21
2025-09-30	$807,337	1,692	-7.9%	Shares	Sole	2025-11-04
2025-06-30	$713,141	1,837	-4.4%	Shares	Sole	2025-07-17
2025-03-31	$633,875	1,922	-39.8%	Shares	Sole	2025-04-29
2024-12-31	$1,157,567	3,191	-8.6%	Shares	Sole	2025-01-17
2024-09-30	$1,365,008	3,490	-3.8%	Shares	Sole	2024-10-21
2024-06-30	$1,208,486	3,628	-14.3%	Shares	Sole	2024-07-31
2024-03-31	$1,551,464	4,234	+5.3%	Shares	Sole	2024-05-13
2023-12-31	$1,188,297	4,019	+0.0%	Shares	Sole	2024-02-21
2023-09-30	$1,096,914	4,018	+34.6%	Shares	Sole	2023-12-08
2023-06-30	$734,459	2,985	-2.9%	Shares	Sole	2023-07-25
2023-03-31	$703,683	3,075	+3.7%	Shares	Sole	2023-05-22
2022-12-31	$710,534	2,966	+2.9%	Shares	Sole	2023-02-07
2022-09-30	$472,877	2,882	+9.0%	Shares	Sole	2022-11-09
2022-06-30	$472,641	2,644	+10.7%	Shares	Sole	2022-08-30
2022-03-31	$532,316	2,389	+5455.8%	Shares	Sole	2022-05-12
2021-12-31	$8,889	43	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.