Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$857,244
+$162,245 QoQ
Shares Held
805
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,632
of 4,031 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $1,273,475 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.3% of the industry book) .
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,244 | 805 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $694,999 | 981 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $561,985 | 981 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||