Creative Capital Management Investments LLC
Position in CAT — Caterpillar Inc
CIK 1957363
SAN DIEGO, CA
Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$440,868
+$243,208 QoQ
Shares Held
414
+48.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#3,199
of 4,045 holders
Holding Since
Dec 2022
15 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, 2026Creative Capital Management Investments LLC holds $500,769 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
414 | $440,868 | |
| 2 | DE |
Deere & Co
|
63 | $39,962 | |
| 3 | PCAR |
Paccar Inc
|
49 | $5,885 | |
| 4 | OSK |
Oshkosh Corp
|
24 | $3,683 | |
| 5 | AGCO |
Agco Corp /De
|
26 | $3,112 | |
| 6 | CNH |
CNH Industrial N.V.
|
276 | $3,099 | |
| 7 | FSS |
Federal Signal Corp /De/
|
18 | $2,312 | |
| 8 | TEX |
Terex Corp
|
21 | $1,520 |
All Filings in CAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,868 | 414 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $197,660 | 279 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $130,614 | 228 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $108,790 | 228 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $88,511 | 228 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $75,194 | 228 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $82,709 | 228 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $89,175 | 228 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $75,946 | 228 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $83,546 | 228 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $67,412 | 228 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $62,244 | 228 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $46,749 | 190 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $65,677 | 287 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $45,516 | 190 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||