Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$583,565
+$216,583 QoQ
Shares Held
548
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,958
of 4,031 holders
Holding Since
Jun 2025
4 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $792,259 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
548 | $583,565 | |
| 2 | DE |
Deere & Co
|
329 | $208,694 |
All Filings in CAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,565 | 548 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $366,982 | 518 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $269,248 | 470 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $135,097 | 348 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||