Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,323,670
+$591,831 QoQ
Shares Held
1,243
+20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,231
of 4,031 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $2,493,306 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (53.1% 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 | $1,323,670 | 1,243 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $731,839 | 1,033 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $591,774 | 1,033 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $488,124 | 1,023 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $371,516 | 957 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $303,745 | 921 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $331,199 | 913 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||