Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$77,737
+$28,145 QoQ
Shares Held
73
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3,919
of 4,031 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $221,828 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (35.0% of the industry book) .
All Filings in CAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,737 | 73 | Shares | Sole | 2026-07-21 | |
| 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. | ||||||