Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,091,345
+$1,326,935 QoQ
Shares Held
3,842
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,368
of 4,045 holders
Holding Since
Mar 2020
26 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, 2026EVERETT HARRIS & CO /CA/ holds $6,717,286 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (60.9% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,091,345 | 3,842 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,764,410 | 3,902 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,275,439 | 3,972 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,928,640 | 4,042 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,524,500 | 3,927 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,295,124 | 3,927 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,435,441 | 3,957 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,488,211 | 3,805 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,267,445 | 3,805 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,385,105 | 3,780 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,044,602 | 3,533 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $964,509 | 3,533 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $849,118 | 3,451 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $812,610 | 3,551 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $816,420 | 3,408 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $525,384 | 3,202 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,215,925 | 6,802 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,640,846 | 7,364 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,178,831 | 5,702 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,094,612 | 5,702 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,240,926 | 5,702 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,322,122 | 5,702 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,816,923 | 9,982 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,506,713 | 10,102 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,277,903 | 10,102 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,060,837 | 9,142 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||