Position in CAT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$49,592
+$38,708 QoQ
Shares Held
70
+268.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $90,569 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.8% of the industry book) .
All Filings in CAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,592 | 70 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,884 | 19 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,065 | 19 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $6,599 | 17 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||