Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$96,905
+$51,564 QoQ
Shares Held
91
+42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,905
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, 2026Rialto Wealth Management, LLC holds $140,752 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
91 | $96,905 | |
| 2 | TEX |
Terex Corp
|
213 | $15,419 | |
| 3 | DE |
Deere & Co
|
14 | $8,880 | |
| 4 | PCAR |
Paccar Inc
|
52 | $6,246 | |
| 5 | OSK |
Oshkosh Corp
|
25 | $3,837 | |
| 6 | AGCO |
Agco Corp /De
|
22 | $2,633 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
166 | $2,511 | |
| 8 | CNH |
CNH Industrial N.V.
|
208 | $2,335 |
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,905 | 91 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $45,341 | 64 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,080 | 56 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $18,131 | 38 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,587 | 35 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,574 | 26 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,980 | 22 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||