Position in CAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,481,217
+$895,684 QoQ
Shares Held
2,330
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,708
of 4,031 holders
Holding Since
Sep 2022
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, 2026Buck Wealth Strategies, LLC holds $2,506,248 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.0% of the industry book) .
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,481,217 | 2,330 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,585,533 | 2,238 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,747,826 | 3,051 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,123,211 | 2,354 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $529,518 | 1,364 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,021,390 | 3,097 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $770,502 | 2,124 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $497,504 | 1,272 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $661,203 | 1,985 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,665,678 | 29,107 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $615,584 | 2,082 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $583,401 | 2,137 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $63,726 | 259 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $140,780 | 858 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||