Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,519
+$2,852 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,998
of 4,031 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $1,004,868 across 9 Farm & Heavy Construction Machinery names. CAT ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
5,966 | $716,635 | |
| 2 | TEX |
Terex Corp
|
3,750 | $271,462 | |
| 3 | CAT |
Caterpillar Inc
This page
|
8 | $8,519 | |
| 4 | DE |
Deere & Co
|
11 | $6,977 | |
| 5 | FSS |
Federal Signal Corp /De/
|
4 | $513 | |
| 6 | ASTE |
Astec Industries Inc
|
5 | $305 | |
| 7 | LNN |
Lindsay Corp
|
2 | $247 | |
| 8 | ALG |
Alamo Group Inc
|
1 | $164 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,519 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,667 | 8 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,582 | 8 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||