Read this manager's filing book
Disclosed positions
Monument Capital Management: source evidence dated 2026-07-23T03:59:59.999Z.
- Issuer
- CATERPILLAR INC
- Ticker
- CAT
- Class
- COM
- Reported value
- $12,012,421
- Reported amount
- 11,280
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001729428-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| CATERPILLAR INC | CAT | COM | $12,012,421 | 11,280 | SH | None |
| MICROSOFT CORP | MSFT | COM | $11,649,940 | 31,231 | SH | None |
| COMFORT SYS USA INC | FIX | COM | $11,487,947 | 5,796 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $10,436,245 | 84,048 | SH | None |
| APPLE INC | AAPL | COM | $9,859,106 | 34,072 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $9,356,540 | 56,958 | SH | None |
| EMCOR GROUP INC | EME | COM | $8,728,663 | 10,518 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $8,654,704 | 20,059 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $8,468,453 | 11,713 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $8,279,993 | 23,169 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $8,081,400 | 19,735 | SH | None |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $7,716,101 | 19,586 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $7,493,047 | 11,694 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $7,162,512 | 16,529 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $6,437,861 | 8,742 | SH | None |
| AMPHENOL CORP | APH | CL A | $6,127,540 | 34,752 | SH | None |
| ISHARES TR | IHE | U.S. PHARMA ETF | $6,018,521 | 60,787 | SH | None |
| WALMART INC | WMT | COM | $5,843,593 | 51,594 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FXR | INDLS PROD DUR | $5,815,788 | 63,826 | SH | None |
| ISHARES TR | IAT | US REGNL BKS ETF | $5,782,482 | 92,951 | SH | None |
| CASEYS GEN STORES INC | CASY | COM | $5,778,239 | 7,270 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $5,570,904 | 7,460 | SH | None |
| ISHARES TR | EMB | JPMORGAN USD EMG | $5,520,354 | 57,241 | SH | None |
| ISHARES TR | ITA | US AER DEF ETF | $5,493,480 | 22,661 | SH | None |
| RALPH LAUREN CORP | RL | CL A | $5,407,346 | 13,471 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $5,302,914 | 64,161 | SH | None |
| JABIL INC | JBL | COM | $5,158,889 | 13,383 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $5,074,064 | 99,394 | SH | None |
| ISHARES INC | EWO | MSCI AUSTRIA ETF | $5,065,744 | 119,687 | SH | None |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $5,033,555 | 42,857 | SH | None |
| ISHARES TR | MBB | MBS ETF | $4,969,862 | 52,580 | SH | None |
| ISHARES INC | EWP | MSCI SPAIN ETF | $4,805,086 | 80,907 | SH | None |
| CARDINAL HEALTH INC | CAH | COM | $4,646,674 | 19,560 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $4,596,161 | 18,097 | SH | None |
| KLA CORP | KLAC | COM NEW | $4,588,104 | 15,207 | SH | None |
| MASTEC INC | MTZ | COM | $4,583,733 | 11,017 | SH | None |
| EXELIXIS INC | EXEL | COM | $4,406,611 | 80,989 | SH | None |
| ISHARES INC | EWI | MSCI ITALY ETF | $4,376,838 | 73,883 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,375,947 | 61,417 | SH | None |
| ISHARES INC | EIS | MSCI ISRAEL ETF | $4,290,271 | 35,542 | SH | None |
| TAPESTRY INC | TPR | COM | $4,057,800 | 27,721 | SH | None |
| ISHARES INC | EWC | MSCI CDA ETF | $4,049,210 | 70,250 | SH | None |
| CARPENTER TECHNOLOGY CORP | CRS | COM | $3,966,281 | 6,430 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,948,433 | 12,063 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,934,669 | 19,664 | SH | None |
| TRANE TECHNOLOGIES PLC | TT | SHS | $3,892,934 | 7,926 | SH | None |
| QUANTA SVCS INC | PWR | COM | $3,786,901 | 5,259 | SH | None |
| MGIC INVT CORP WIS | MTG | COM | $3,774,961 | 133,864 | SH | None |
| ROSS STORES INC | ROST | COM | $3,568,522 | 16,765 | SH | None |
| BROADCOM INC | AVGO | COM | $3,429,879 | 9,080 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.