Atlantic Edge Private Wealth Management, LLC
Position in CAT — Caterpillar Inc
CIK 2011145
JACKSONVILLE, FL
Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$111,814
+$62,222 QoQ
Shares Held
105
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,891
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,114,304 across 3 Farm & Heavy Construction Machinery names. CAT ranks #3 (10.0% 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 | $111,814 | 105 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $49,592 | 70 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $37,236 | 65 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $28,629 | 60 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $25,233 | 65 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $21,437 | 65 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $23,579 | 65 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $25,422 | 65 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $56,627 | 170 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $61,926 | 169 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $39,619 | 134 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||