Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,382,063
+$1,699,834 QoQ
Shares Held
4,115
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,322
of 4,045 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, 2026Premier Path Wealth Partners, LLC holds $7,202,241 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (60.8% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,382,063 | 4,115 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,682,229 | 3,786 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,908,802 | 3,332 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,486,322 | 3,115 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,131,632 | 2,915 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $956,090 | 2,899 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,179,695 | 3,252 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,079,491 | 2,760 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $828,086 | 2,486 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $883,829 | 2,412 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $612,332 | 2,071 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||