Compound Planning, Inc.

Position in CAT — Caterpillar Inc

CIK 1978879 NEW YORK, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$20,104,246

+$7,322,212 QoQ

Shares Held

18,879

+4.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#569

of 4,031 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $24,423,812 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	18,879	$20,104,246
2	DE	Deere & Co	4,646	$2,947,096
3	PCAR	Paccar Inc	7,221	$867,386
4	OSK	Oshkosh Corp	1,866	$286,393
5	AGCO	Agco Corp /De	1,827	$218,691

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,104,246	18,879	+4.6%	Shares	Sole	2026-08-04
2026-03-31	$12,782,034	18,042	-0.7%	Shares	Sole	2026-05-14
2025-12-31	$10,413,057	18,177	+5.5%	Shares	Defined	2026-02-19
2025-09-30	$8,224,634	17,237	+5.3%	Shares	Sole	2025-11-10
2025-06-30	$6,356,162	16,373	+5.4%	Shares	Sole	2025-08-14
2025-03-31	$5,123,443	15,535	-33.0%	Shares	Sole	2025-05-14
2024-12-31	$8,413,492	23,193	+3.9%	Shares	Sole	2025-01-17
2024-09-30	$8,730,580	22,322	-4.3%	Shares	Sole	2024-10-08
2024-06-30	$7,768,225	23,321	+8.6%	Shares	Sole	2024-07-26
2024-03-31	$7,871,649	21,482	+85.5%	Shares	Sole	2024-05-07
2023-12-31	$3,424,745	11,583	+8.2%	Shares	Sole	2024-02-08
2023-09-30	$2,921,646	10,702	+10.7%	Shares	Sole	2023-11-09
2023-06-30	$2,378,319	9,666	+4.6%	Shares	Sole	2023-08-03
2023-03-31	$2,114,710	9,241	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.