Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$564,397
+$197,415 QoQ
Shares Held
530
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#2,989
of 4,031 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $578,164 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.6% of the industry book) .
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,397 | 530 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $366,982 | 518 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,621 | 530 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $241,437 | 506 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $196,434 | 506 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $157,644 | 478 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $173,399 | 478 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||