Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,007,336
+$1,022,577 QoQ
Shares Held
1,885
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,892
of 4,045 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FORBES J M & CO LLP holds $2,327,335 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,885 | $2,007,336 | |
| 2 | PCAR |
Paccar Inc
|
2,664 | $319,999 |
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,007,336 | 1,885 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $984,759 | 1,390 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $796,289 | 1,390 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $609,320 | 1,277 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $495,744 | 1,277 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $524,711 | 1,591 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $617,054 | 1,701 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $511,193 | 1,307 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $435,361 | 1,307 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $478,924 | 1,307 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $386,440 | 1,307 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $356,811 | 1,307 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||