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DiNuzzo Private Wealth, Inc.

Position in CAT — Caterpillar Inc

CIK 1994563 BEAVER, PA

Position in CAT

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$43,660
+$14,614 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,950
of 4,031 holders
Holding Since
Dec 2023
11 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, 2026

DiNuzzo Private Wealth, Inc. holds $97,019 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (45.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
41 $43,660

All Filings in CAT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $43,660 41
2026-03-31 $29,046 41
2025-12-31 $23,487 41
2025-09-30 $19,563 41
2025-06-30 $52,408 135
2025-03-31 $45,182 137
2024-12-31 $49,698 137
2024-09-30 $53,583 137
2024-06-30 $47,300 142
2024-03-31 $50,200 137
2023-12-31 $40,506 137