Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,243,685
+$1,259,997 QoQ
Shares Held
3,046
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,506
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, 2026Quotient Wealth Partners, LLC holds $4,231,125 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.7% 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 | $3,243,685 | 3,046 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,983,688 | 2,800 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,613,774 | 2,817 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,315,025 | 2,756 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,098,634 | 2,830 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $794,818 | 2,410 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $897,105 | 2,473 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $825,263 | 2,110 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $759,468 | 2,280 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $770,602 | 2,103 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $798,013 | 2,699 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||