Position in CAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$425,960
+$114,947 QoQ
Shares Held
400
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#3,224
of 4,031 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $746,517 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (57.1% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,960 | 400 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $311,013 | 439 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $282,424 | 493 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $212,331 | 445 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $155,284 | 400 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $137,856 | 418 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $79,444 | 219 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $82,917 | 212 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $52,296 | 157 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $60,460 | 165 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $44,941 | 152 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $41,223 | 151 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $41,336 | 168 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $32,952 | 144 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $14,613 | 61 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $4,922 | 30 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||