Retirement Wealth Solutions LLC
PensionPosition in CAT — Caterpillar Inc
CIK 2044741
MARSHFIELD, WI
Position in CAT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$94,776
+$27,473 QoQ
Shares Held
89
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#3,908
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, 2026Retirement Wealth Solutions LLC holds $102,828 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.2% 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 | $94,776 | 89 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $67,303 | 95 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $55,568 | 97 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $46,283 | 97 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $37,656 | 97 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $31,660 | 96 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $34,824 | 96 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||