Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,454
-$32,928 QoQ
Shares Held
7
-87.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,999
of 4,031 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $8,655 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
7 | $7,454 | |
| 2 | PCAR |
Paccar Inc
|
10 | $1,201 |
All Filings in CAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,454 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $40,382 | 57 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,437 | 6 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $45,420 | 117 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,298 | 436 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $35,912 | 99 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||