Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,043,602
+$323,099 QoQ
Shares Held
980
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#2,453
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, 2026True Wealth Design, LLC holds $1,383,753 across 17 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
980 | $1,043,602 | |
| 2 | OSK |
Oshkosh Corp
|
1,001 | $153,633 | |
| 3 | CNH |
CNH Industrial N.V.
|
4,911 | $55,150 | |
| 4 | PCAR |
Paccar Inc
|
364 | $43,723 | |
| 5 | AGCO |
Agco Corp /De
|
240 | $28,728 | |
| 6 | TEX |
Terex Corp
|
199 | $14,405 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
746 | $11,286 | |
| 8 | LNN |
Lindsay Corp
|
90 | $11,142 |
All Filings in CAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,602 | 980 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $720,503 | 1,017 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $582,608 | 1,017 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $376,471 | 789 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $311,732 | 803 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $268,787 | 815 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $302,904 | 835 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $331,278 | 847 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $292,128 | 877 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $329,420 | 899 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,804 | 253 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $69,069 | 253 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $62,250 | 253 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,896 | 253 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,608 | 253 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||