DRIVE WEALTH MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1952781 LEHI, UT

Position in CAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$5,941,076

+$2,133,105 QoQ

Shares Held

5,579

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#1,131

of 4,045 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

DRIVE WEALTH MANAGEMENT, LLC holds $8,059,081 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	5,579	$5,941,076
2	DE	Deere & Co	2,822	$1,790,079
3	PCAR	Paccar Inc	2,730	$327,926

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,941,076	5,579	+3.8%	Shares	Sole	2026-07-22
2026-03-31	$3,807,971	5,375	-9.4%	Shares	Other	2026-04-14
2025-12-31	$3,398,264	5,932	+0.9%	Shares	Sole	2026-02-04
2025-09-30	$2,806,119	5,881	-0.1%	Shares	Sole	2025-10-31
2025-06-30	$2,284,227	5,884	-2.3%	Shares	Sole	2025-07-30
2025-03-31	$1,985,395	6,020	+111.1%	Shares	Other	2025-05-07
2024-12-31	$1,034,591	2,852	+0.8%	Shares	Sole	2025-01-22
2024-09-30	$1,106,478	2,829	+0.9%	Shares	Other	2024-11-07
2024-06-30	$934,345	2,805	+2.5%	Shares	Sole	2024-08-01
2024-03-31	$1,002,552	2,736	+5.2%	Shares	Sole	2024-04-22
2023-12-31	$769,037	2,601	+4.0%	Shares	Sole	2024-01-22
2023-09-30	$683,046	2,502	+4.6%	Shares	Sole	2023-10-11
2023-06-30	$588,305	2,391	+8.2%	Shares	Sole	2023-07-14
2023-03-31	$505,507	2,209	+11.3%	Shares	Sole	2023-04-13
2022-12-31	$475,287	1,984	+15.6%	Shares	Sole	2023-01-27
2022-09-30	$281,561	1,716	+31.0%	Shares	Sole	2022-11-15
2022-06-30	$234,175	1,310	+6.8%	Shares	Sole	2022-11-15
2022-03-31	$273,400	1,227	+26.2%	Shares	Sole	2022-11-15
2021-12-31	$200,951	972	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.