Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,705,974
+$6,776,579 QoQ
Shares Held
18,505
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#577
of 4,045 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $23,994,599 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.1% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,705,974 | 18,505 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,929,395 | 18,250 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,320,484 | 19,761 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,146,117 | 21,264 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,206,759 | 21,140 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,759,251 | 20,495 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,087,967 | 19,539 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||