Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$157,605
+$50,628 QoQ
Shares Held
148
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,863
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $186,596 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.5% 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 | $157,605 | 148 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $106,977 | 151 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $64,734 | 113 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,237 | 99 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,432 | 99 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,650 | 99 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,913 | 99 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||