Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,262,819
+$2,781,067 QoQ
Shares Held
3,064
+350.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#1,506
of 4,045 holders
Holding Since
Mar 2026
2 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, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $3,940,073 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,064 | $3,262,819 | |
| 2 | DE |
Deere & Co
|
521 | $330,471 | |
| 3 | FSS |
Federal Signal Corp /De/
|
2,053 | $263,786 | |
| 4 | OSK |
Oshkosh Corp
|
253 | $38,828 | |
| 5 | PCAR |
Paccar Inc
|
235 | $28,225 | |
| 6 | AGCO |
Agco Corp /De
|
49 | $5,863 | |
| 7 | CNH |
CNH Industrial N.V.
|
411 | $4,613 | |
| 8 | TEX |
Terex Corp
|
50 | $3,617 |
All Filings in CAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,262,819 | 3,064 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $481,752 | 680 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||