Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,371,532
+$1,429,989 QoQ
Shares Held
2,227
+67.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,739
of 4,031 holders
Holding Since
Jun 2024
6 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, 2026Triad Wealth Partners, LLC holds $3,476,272 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.2% of the industry book) .
All Filings in CAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,371,532 | 2,227 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $941,543 | 1,329 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $655,936 | 1,145 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $368,836 | 773 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $209,245 | 539 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $48,965 | 147 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||