Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$355,676
+$119,759 QoQ
Shares Held
334
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#3,366
of 4,031 holders
Holding Since
Dec 2024
7 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, 2026Clark Wealth Partners holds $482,493 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.7% of the industry book) .
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,676 | 334 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $235,917 | 333 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $178,735 | 312 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $148,870 | 312 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $113,745 | 293 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $104,216 | 316 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $120,799 | 333 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||