Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$142,696
+$47,763 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,873
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, 2026United Financial Planning Group LLC holds $147,380 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
134 | $142,696 | |
| 2 | PCAR |
Paccar Inc
|
39 | $4,684 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,696 | 134 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $94,933 | 134 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $69,890 | 122 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||