Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,631,367
+$896,349 QoQ
Shares Held
2,471
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,663
of 4,031 holders
Holding Since
Mar 2023
14 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, 2026Beverly Hills Private Wealth, LLC holds $3,841,695 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,471 | $2,631,367 | |
| 2 | PCAR |
Paccar Inc
|
10,076 | $1,210,328 |
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,631,367 | 2,471 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $1,735,018 | 2,449 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,298,122 | 2,266 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,085,038 | 2,274 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $979,841 | 2,524 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $834,723 | 2,531 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $888,761 | 2,450 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $954,331 | 2,440 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $754,138 | 2,264 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $829,597 | 2,264 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $667,326 | 2,257 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $629,265 | 2,305 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $582,400 | 2,367 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $494,980 | 2,163 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||