Position in CAT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$20,233
+$16,796 QoQ
Shares Held
19
+216.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,981
of 4,031 holders
Holding Since
Dec 2024
6 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, 2026Nova Wealth Management, Inc. holds $37,637 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (53.8% of the industry book) .
All Filings in CAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,233 | 19 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $3,437 | 6 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,862 | 6 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,329 | 6 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $329 | 1 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $362 | 1 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||