Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,916,820
+$776,908 QoQ
Shares Held
1,800
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,934
of 4,031 holders
Holding Since
Mar 2024
10 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, 2026FSM Wealth Advisors, LLC holds $2,955,677 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.9% of the industry book) .
All Filings in CAT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,916,820 | 1,800 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,139,912 | 1,609 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $921,174 | 1,608 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $715,725 | 1,500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $453,817 | 1,169 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $285,606 | 866 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $249,578 | 688 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $259,312 | 663 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $200,526 | 602 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $214,361 | 585 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||