Ashton Thomas Private Wealth, LLC

Position in CAT — Caterpillar Inc

CIK 2019663 SCOTTSDALE, AZ

Position in CAT

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$9,720,071

-$2,091,935 QoQ

Shares Held

13,720

-33.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Ashton Thomas Private Wealth, LLC holds $15,055,633 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	13,720	$9,720,071
2	DE	Deere & Co	6,737	$3,794,952
3	OSK	Oshkosh Corp	7,649	$1,126,009
4	PCAR	Paccar Inc	2,424	$279,972
5	AEBI	Aebi Schmidt Holding AG	13,865	$134,629

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,720,071	13,720	-33.5%	Shares	Sole	2026-05-11
2025-12-31	$11,812,006	20,619	+1.8%	Shares	Sole	2026-01-29
2025-09-30	$9,661,333	20,248	+9.6%	Shares	Sole	2025-11-04
2025-06-30	$7,172,179	18,475	+3.1%	Shares	Sole	2025-08-01
2025-03-31	$5,911,994	17,926	+87.6%	Shares	Sole	2025-05-16
2024-12-31	$3,466,897	9,557	+26.7%	Shares	Sole	2025-02-07
2024-09-30	$2,950,218	7,543	-1.0%	Shares	Sole	2024-11-05
2024-06-30	$2,536,889	7,616	-5.7%	Shares	Sole	2024-08-07
2024-03-31	$2,958,922	8,075	-20.2%	Shares	Sole	2024-04-22
2023-12-31	$2,990,702	10,115	-12.3%	Shares	Sole	2024-04-22
2023-09-30	$3,149,601	11,537	-7.9%	Shares	Sole	2024-04-22
2023-06-30	$3,081,038	12,522	+1.4%	Shares	Sole	2024-04-23
2023-03-31	$2,826,402	12,351	+11.0%	Shares	Sole	2024-04-23
2022-12-31	$2,665,584	11,127	+53.3%	Shares	Sole	2024-04-22
2022-09-30	$1,190,564	7,256	+2.3%	Shares	Sole	2024-04-22
2022-06-30	$1,268,302	7,095	-8.1%	Shares	Sole	2024-04-22
2022-03-31	$1,720,838	7,723	+77.3%	Shares	Sole	2024-04-22
2021-12-31	$900,766	4,357	+18.5%	Shares	Sole	2024-04-22
2021-09-30	$706,065	3,678	+4.4%	Shares	Sole	2024-04-22
2021-06-30	$766,928	3,524	-1.3%	Shares	Sole	2024-04-22
2021-03-31	$828,007	3,571	+17.1%	Shares	Sole	2024-04-22
2020-12-31	$555,161	3,050	+5.1%	Shares	Sole	2024-04-22
2020-09-30	$432,684	2,901	+0.6%	Shares	Sole	2024-04-22
2020-06-30	$364,699	2,883	-6.4%	Shares	Sole	2024-04-22
2020-03-31	$357,287	3,079	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.