Position in CAT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$145,891
+$60,876 QoQ
Shares Held
137
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,869
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Dogwood Wealth Management LLC holds $254,733 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (57.3% of the industry book) .
All Filings in CAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,891 | 137 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $85,015 | 120 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $53,276 | 93 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $26,243 | 55 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,575 | 53 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $632,886 | 1,919 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $615,966 | 1,698 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $513,149 | 1,312 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $409,379 | 1,229 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $359,467 | 981 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $257,824 | 872 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||