Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,828,433
+$616,967 QoQ
Shares Held
1,717
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,976
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, 2026Basecamp Wealth Advisors LLC holds $3,429,573 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,717 | $1,828,433 | |
| 2 | DE |
Deere & Co
|
1,221 | $774,516 | |
| 3 | PCAR |
Paccar Inc
|
6,223 | $747,506 | |
| 4 | CNH |
CNH Industrial N.V.
|
3,267 | $36,688 | |
| 5 | OSK |
Oshkosh Corp
|
174 | $26,705 | |
| 6 | BLBD |
Blue Bird Corp
|
55 | $4,342 | |
| 7 | TEX |
Terex Corp
|
54 | $3,909 | |
| 8 | HY |
Hyster-Yale, Inc.
|
71 | $2,489 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,828,433 | 1,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,211,466 | 1,710 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $979,607 | 1,710 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||