Position in CAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,812,224
+$1,941,908 QoQ
Shares Held
5,458
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,139
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 21%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Smithfield Trust Co holds $8,793,706 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.1% 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 | $5,812,224 | 5,458 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,870,316 | 5,463 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,129,588 | 5,463 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,124,271 | 4,452 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,650,668 | 4,252 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,402,309 | 4,252 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,491,669 | 4,112 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,608,285 | 4,112 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,381,365 | 4,147 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,519,584 | 4,147 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,254,231 | 4,242 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,242,696 | 4,552 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,086,310 | 4,415 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $1,010,327 | 4,415 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $476,005 | 1,987 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $326,026 | 1,987 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $355,196 | 1,987 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $420,461 | 1,887 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $390,118 | 1,887 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $362,247 | 1,887 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $378,023 | 1,737 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $402,757 | 1,737 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $316,167 | 1,737 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $247,290 | 1,658 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $194,430 | 1,537 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $419,832 | 3,618 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||