Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,121,280
+$780,166 QoQ
Shares Held
1,992
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,842
of 4,031 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $3,630,035 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.4% of the industry book) .
All Filings in CAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,121,280 | 1,992 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $1,341,114 | 1,893 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $989,919 | 1,728 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $963,365 | 2,019 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $783,795 | 2,019 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $665,866 | 2,019 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $732,412 | 2,019 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $789,670 | 2,019 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $755,803 | 2,269 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $851,949 | 2,325 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $740,357 | 2,504 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $628,992 | 2,304 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $689,924 | 2,804 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $641,667 | 2,804 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $671,726 | 2,804 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $558,528 | 3,404 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $608,499 | 3,404 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $888,828 | 3,989 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $139,549 | 675 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $142,057 | 740 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $270,128 | 1,165 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $121,042 | 665 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $228,199 | 1,530 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $193,544 | 1,530 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $215,254 | 1,855 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||