Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,620,129
+$3,828,142 QoQ
Shares Held
11,851
-4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
5.31%
of 13F equity value
Holder Rank
#752
of 4,031 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $17,351,113 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
11,851 | $12,620,129 | |
| 2 | DE |
Deere & Co
|
7,421 | $4,707,362 | |
| 3 | PCAR |
Paccar Inc
|
149 | $17,897 | |
| 4 | OSK |
Oshkosh Corp
|
15 | $2,302 | |
| 5 | AEBI |
Aebi Schmidt Holding AG
|
179 | $2,246 | |
| 6 | TEX |
Terex Corp
|
15 | $1,085 | |
| 7 | BLBD |
Blue Bird Corp
|
1 | $78 | |
| 8 | GENC |
Gencor Industries Inc
|
1 | $14 |
All Filings in CAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,620,129 | 11,851 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,791,987 | 12,410 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,398,042 | 12,914 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,629,044 | 13,893 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,522,286 | 14,225 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,604,007 | 13,960 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,910,318 | 13,536 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $3,450,582 | 10,359 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,371,522 | 9,201 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,392,857 | 8,093 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||