Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,354,493
+$840,514 QoQ
Shares Held
2,211
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,750
of 4,031 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, 2026Cassaday & Co Wealth Management LLC holds $3,602,006 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.4% of the industry book) .
All Filings in CAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,354,493 | 2,211 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,513,979 | 2,137 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,271,198 | 2,219 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,013,943 | 2,125 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $816,405 | 2,103 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $691,920 | 2,098 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $766,511 | 2,113 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $641,827 | 1,641 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $557,942 | 1,675 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $687,789 | 1,877 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $488,151 | 1,651 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $497,679 | 1,823 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $372,519 | 1,514 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $385,366 | 1,684 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $427,854 | 1,786 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||