Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$653,848
+$233,023 QoQ
Shares Held
614
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,854
of 4,031 holders
Holding Since
Sep 2025
4 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, 2026Peak Retirement Planning, Inc. holds $1,162,357 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.3% of the industry book) .
All Filings in CAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,848 | 614 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $420,825 | 594 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $288,153 | 503 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $240,960 | 505 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||