Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$846,595
+$272,034 QoQ
Shares Held
795
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,641
of 4,031 holders
Holding Since
Mar 2024
10 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, 2026Phillips Wealth Planners LLC holds $1,783,010 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (47.5% of the industry book) .
All Filings in CAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,595 | 795 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $574,561 | 811 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $528,759 | 923 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $498,144 | 1,044 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $399,079 | 1,028 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $331,778 | 1,006 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $293,835 | 810 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $326,585 | 835 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $221,844 | 666 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $222,056 | 606 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||