Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$61,764
New position
Shares Held
58
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,936
of 4,031 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Planning Strategies Inc. holds $79,935 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.3% of the industry book) .
All Filings in CAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,764 | 58 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||