Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$477,075
+$337,509 QoQ
Shares Held
448
+127.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#3,129
of 4,031 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $597,601 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.8% of the industry book) .
All Filings in CAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,075 | 448 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $139,566 | 197 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $85,357 | 149 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $71,095 | 149 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $58,619 | 151 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $49,799 | 151 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $54,776 | 151 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $62,579 | 160 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $52,629 | 158 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $61,926 | 169 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $49,968 | 169 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||