EVOLVE PRIVATE WEALTH, LLC

Position in CAT — Caterpillar Inc

CIK 2111131 LOS ANGELES, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,374,432

+$1,563,644 QoQ

Shares Held

6,925

-15.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,013

of 4,045 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Industrials · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $8,828,044 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	6,925	$7,374,432
2	BLBD	Blue Bird Corp	10,234	$808,076
3	OSK	Oshkosh Corp	4,206	$645,536

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,374,432	6,925	-15.6%	Shares	Defined	2026-08-12
2026-03-31	$5,810,788	8,202	-28.1%	Shares	Sole	2026-04-16
2025-12-31	$6,539,311	11,415	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.