Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$99,035
+$43,067 QoQ
Shares Held
93
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,916
of 4,045 holders
Holding Since
Dec 2022
15 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $213,638 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (46.4% of the industry book) .
All Filings in CAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,035 | 93 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $55,968 | 79 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $30,362 | 53 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $24,334 | 51 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,317 | 24 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,426 | 68 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $76,542 | 211 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $9,386 | 24 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,658 | 35 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $2,931 | 8 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $2,365 | 8 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $2,184 | 8 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $1,968 | 8 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $457 | 2 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $718 | 3 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||