Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,602,556
+$1,291,560 QoQ
Shares Held
3,383
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#1,439
of 4,031 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $3,931,840 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.6% 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 | $3,602,556 | 3,383 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,310,996 | 3,262 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,848,651 | 3,227 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,190,489 | 2,495 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $991,876 | 2,555 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $773,381 | 2,345 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $880,781 | 2,428 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $665,686 | 1,702 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $566,936 | 1,702 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $623,663 | 1,702 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $512,100 | 1,732 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $470,379 | 1,723 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $451,009 | 1,833 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $435,711 | 1,904 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $432,166 | 1,804 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $306,009 | 1,865 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $333,387 | 1,865 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $431,156 | 1,935 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $400,041 | 1,935 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $373,381 | 1,945 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $510,342 | 2,345 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $566,458 | 2,443 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $505,105 | 2,775 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $440,738 | 2,955 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $373,807 | 2,955 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $296,482 | 2,555 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||