Position in CAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$205,525
+$68,793 QoQ
Shares Held
193
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#3,824
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, 2026Nvest Wealth Strategies, Inc. holds $225,823 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
193 | $205,525 | |
| 2 | DE |
Deere & Co
|
32 | $20,298 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,525 | 193 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $136,732 | 193 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $109,991 | 192 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||