Fortitude Family Office, LLC

Family Office

Position in CAT — Caterpillar Inc

CIK 1950506 SCOTTSDALE, AZ

Position in CAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$602,733

+$183,325 QoQ

Shares Held

566

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#2,921

of 4,031 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fortitude Family Office, LLC holds $894,677 across 15 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	566	$602,733
2	DE	Deere & Co	219	$138,918
3	PCAR	Paccar Inc	523	$62,822
4	OSK	Oshkosh Corp	196	$30,082
5	TEX	Terex Corp	356	$25,770
6	AGCO	Agco Corp /De	69	$8,259
7	CNH	CNH Industrial N.V.	651	$7,310
8	FSS	Federal Signal Corp /De/	50	$6,424

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,733	566	-4.4%	Shares	Sole	2026-07-20
2026-03-31	$419,408	592	+53.8%	Shares	Sole	2026-04-16
2025-12-31	$220,554	385	-35.9%	Shares	Sole	2026-01-15
2025-09-30	$286,767	601	+257.7%	Shares	Sole	2025-10-17
2025-06-30	$65,219	168	-79.4%	Shares	Sole	2025-07-15
2025-03-31	$268,457	814	-44.8%	Shares	Sole	2025-04-16
2024-12-31	$534,708	1,474	+3.6%	Shares	Sole	2025-01-10
2024-09-30	$556,563	1,423	+969.9%	Shares	Sole	2024-10-25
2024-06-30	$44,302	133	0.0%	Shares	Sole	2024-07-10
2024-03-31	$48,735	133	0.0%	Shares	Sole	2024-04-11
2023-12-31	$39,324	133	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.