Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$687,925
+$187,753 QoQ
Shares Held
646
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,819
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, 2026Financial Planning Hawaii, Inc. holds $1,736,140 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (39.6% of the industry book) .
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,925 | 646 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $500,172 | 706 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $404,446 | 706 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||