Moran Wealth Management, LLC

Position in CAT — Caterpillar Inc

CIK 1965334 Naples, FL

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$41,826,077

+$8,299,625 QoQ

Shares Held

39,277

-17.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#387

of 4,045 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 98% Shared 2% None 0%

Industrials · as of Jun 30, 2026

Moran Wealth Management, LLC holds $55,542,819 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	39,277	$41,826,077
2	PCAR	Paccar Inc	114,192	$13,716,742

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,826,077	39,277	-17.0%	Shares	Sole	2026-08-05
2026-03-31	$33,526,452	47,323	-14.9%	Shares	Defined	2026-04-27
2025-12-31	$31,868,757	55,630	-6.3%	Shares	Defined	2026-01-26
2025-09-30	$28,322,192	59,357	-1.7%	Shares	Sole	2025-10-23
2025-06-30	$23,433,131	60,362	-1.4%	Shares	Sole	2025-07-28
2025-03-31	$20,193,653	61,230	+11.6%	Shares	Sole	2025-04-23
2024-12-31	$19,907,543	54,878	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$21,589,432	55,199	-0.2%	Shares	Sole	2024-11-08
2024-06-30	$18,423,761	55,310	+1.0%	Shares	Sole	2024-08-13
2024-03-31	$20,072,302	54,778	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$16,158,069	54,649	-2.5%	Shares	Sole	2024-02-08
2023-09-30	$15,307,110	56,070	-0.6%	Shares	Sole	2023-11-13
2023-06-30	$13,874,759	56,390	-4.8%	Shares	Sole	2023-08-10
2023-03-31	$13,553,964	59,229	+3.7%	Shares	Sole	2023-05-10
2022-12-31	$13,684,146	57,122	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.