Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,864,046
+$7,962,560 QoQ
Shares Held
11,141
+102.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#772
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $15,233,809 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.9% 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 | $11,864,046 | 11,141 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,901,486 | 5,507 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,056,259 | 5,335 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,918,460 | 10,308 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,969,446 | 10,225 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $3,369,566 | 10,217 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $3,593,861 | 9,907 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $3,460,237 | 8,847 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $2,572,529 | 7,723 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $2,755,552 | 7,520 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,810,090 | 6,122 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||