Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,160,387
+$1,931,953 QoQ
Shares Held
6,724
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.13%
of 13F equity value
Holder Rank
#1,031
of 4,045 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $9,394,608 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.2% of the industry book) .
All Filings in CAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,160,387 | 6,724 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,228,434 | 7,380 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,061,075 | 7,089 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||