Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,940,664
+$3,185,171 QoQ
Shares Held
12,152
-11.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#747
of 4,045 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $14,001,763 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.4% of the industry book) .
All Filings in CAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,940,664 | 12,152 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,755,493 | 13,770 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,683,442 | 9,921 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,606,670 | 5,463 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,326,153 | 5,992 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,011,779 | 6,100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,212,835 | 6,100 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $2,401,867 | 6,141 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $296,459 | 890 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $368,628 | 1,006 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $263,146 | 890 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $242,970 | 890 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $145,169 | 590 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $203,667 | 890 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,875,754 | 7,830 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,180,883 | 7,197 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $1,707,914 | 7,665 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||