Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$167,189
+$55,961 QoQ
Shares Held
157
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,868
of 4,045 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, 2026Lodestone Wealth Management LLC holds $1,319,949 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (12.7% of the industry book) .
All Filings in CAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,189 | 157 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $111,228 | 157 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $92,804 | 162 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||