Position in CAT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$221,747
-$21,722 QoQ
Shares Held
313
-26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Goldstein Advisors, LLC holds $446,592 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTW |
Manitowoc Co Inc
|
19,300 | $224,845 | |
| 2 | CAT |
Caterpillar Inc
This page
|
313 | $221,747 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,747 | 313 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $243,469 | 425 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $223,306 | 468 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||