Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$272,614
-$308,323 QoQ
Shares Held
256
-68.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,604
of 4,045 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $498,799 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
256 | $272,614 | |
| 2 | PCAR |
Paccar Inc
|
1,883 | $226,185 |
All Filings in CAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,614 | 256 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $580,937 | 820 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $690,308 | 1,205 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $575,920 | 1,207 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $481,768 | 1,241 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $408,952 | 1,240 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $449,822 | 1,240 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $481,468 | 1,231 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||