Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$135,242
+$45,268 QoQ
Shares Held
127
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,878
of 4,031 holders
Holding Since
Dec 2025
3 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, 2026Ankerstar Wealth, LLC holds $139,174 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.2% of the industry book) .
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,242 | 127 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $89,974 | 127 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $42,965 | 75 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||