Position in CAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,227,829
+$481,821 QoQ
Shares Held
1,153
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#2,293
of 4,031 holders
Holding Since
Sep 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, 2026Wall Street Financial Group, Inc. holds $1,227,829 across 1 Farm & Heavy Construction Machinery name. CAT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,153 | $1,227,829 |
All Filings in CAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,829 | 1,153 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $746,008 | 1,053 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $568,859 | 993 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $469,038 | 983 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $338,907 | 873 | Shares | Sole | 2026-01-16 | |
| 2024-09-30 | $202,209 | 517 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||