Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$68,153
+$22,812 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,944
of 4,045 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Greykasell Wealth Strategies, Inc. holds $2,310,354 across 3 Farm & Heavy Construction Machinery names. CAT ranks #3 (2.9% of the industry book) .
All Filings in CAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,153 | 64 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $45,341 | 64 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||