Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,496,007
+$1,322,107 QoQ
Shares Held
4,222
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,305
of 4,046 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, 2026GC Wealth Management RIA, LLC holds $6,471,171 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.5% 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 | $4,496,007 | 4,222 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,173,900 | 4,480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,818,289 | 3,174 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,818,047 | 5,906 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,318,749 | 3,397 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $387,844 | 1,176 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $420,801 | 1,160 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $438,054 | 1,120 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $388,394 | 1,166 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $448,143 | 1,223 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $321,688 | 1,088 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||