Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$340,768
+$113,353 QoQ
Shares Held
320
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#3,405
of 4,031 holders
Holding Since
Dec 2025
3 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, 2026Mosley Wealth Management holds $415,697 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.0% of the industry book) .
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,768 | 320 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $227,415 | 321 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $258,937 | 452 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||