Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,547,299
+$501,613 QoQ
Shares Held
1,453
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.77%
of 13F equity value
Holder Rank
#2,113
of 4,031 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Bravera Wealth holds $1,552,704 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,453 | $1,547,299 | |
| 2 | PCAR |
Paccar Inc
|
45 | $5,405 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,547,299 | 1,453 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,045,686 | 1,476 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $845,556 | 1,476 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||