Position in CAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$527,125
+$162,269 QoQ
Shares Held
495
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#3,045
of 4,031 holders
Holding Since
Jun 2025
5 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, 2026Plan A Wealth LLC holds $1,357,080 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (38.8% of the industry book) .
All Filings in CAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,125 | 495 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $364,856 | 515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $336,847 | 588 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $302,513 | 634 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $232,537 | 599 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||