ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Position in CAT — Caterpillar Inc
CIK 1931870
WELLESLEY, MA
Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$501,567
+$167,883 QoQ
Shares Held
471
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,098
of 4,045 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC holds $1,110,571 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (45.2% of the industry book) .
All Filings in CAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,567 | 471 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $333,684 | 471 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $269,821 | 471 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $232,849 | 488 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||