Wealth Enhancement Trust Services, Inc.
Position in CAT — Caterpillar Inc
CIK 2067696
SIOUX FALLS, SD
Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,063,775
+$482,493 QoQ
Shares Held
1,938
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,864
of 4,031 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $5,811,522 across 9 Farm & Heavy Construction Machinery names. CAT ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
5,855 | $3,714,001 | |
| 2 | CAT |
Caterpillar Inc
This page
|
1,938 | $2,063,775 | |
| 3 | OSK |
Oshkosh Corp
|
158 | $24,249 | |
| 4 | BLBD |
Blue Bird Corp
|
41 | $3,237 | |
| 5 | AGCO |
Agco Corp /De
|
25 | $2,992 | |
| 6 | PCAR |
Paccar Inc
|
17 | $2,041 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
59 | $892 | |
| 8 | MTW |
Manitowoc Co Inc
|
19 | $263 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,063,775 | 1,938 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,581,282 | 2,232 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $713,795 | 1,246 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||