Position in CAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,550,199
+$2,667,130 QoQ
Shares Held
6,151
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,072
of 4,031 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $8,640,354 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.8% of the industry book) .
All Filings in CAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,550,199 | 6,151 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,883,069 | 5,481 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $792,852 | 1,384 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $644,152 | 1,350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $618,806 | 1,594 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $574,841 | 1,743 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $722,617 | 1,992 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $569,861 | 1,457 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $508,976 | 1,528 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||