Position in CAT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$177,838
+$85,030 QoQ
Shares Held
167
+27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,850
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $285,417 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.3% 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 | $177,838 | 167 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $92,808 | 131 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $74,473 | 130 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $62,029 | 130 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $39,985 | 103 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $33,639 | 102 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $37,001 | 102 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $39,894 | 102 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $33,976 | 102 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $48,368 | 132 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $151,383 | 512 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $27,846 | 102 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $25,097 | 102 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $23,112 | 101 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||