Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,638,944
+$776,543 QoQ
Shares Held
17,503
-30.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#597
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, 2026HANTZ FINANCIAL SERVICES, INC. holds $28,742,599 across 14 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
17,503 | $18,638,944 | |
| 2 | FSS |
Federal Signal Corp /De/
|
21,420 | $2,752,255 | |
| 3 | CNH |
CNH Industrial N.V.
|
222,769 | $2,501,695 | |
| 4 | OSK |
Oshkosh Corp
|
15,618 | $2,397,050 | |
| 5 | DE |
Deere & Co
|
1,921 | $1,218,547 | |
| 6 | AGCO |
Agco Corp /De
|
4,028 | $482,151 | |
| 7 | PCAR |
Paccar Inc
|
2,427 | $291,531 | |
| 8 | TEX |
Terex Corp
|
3,813 | $276,023 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,638,944 | 17,503 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,862,401 | 25,213 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $14,698,698 | 25,658 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,267,155 | 27,805 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,893,920 | 25,486 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,682,314 | 26,326 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,900,445 | 27,292 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,337,004 | 28,986 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,463,004 | 31,411 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,623,867 | 37,180 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $11,599,429 | 39,231 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $11,537,799 | 42,263 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $10,222,393 | 41,546 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $9,480,154 | 41,427 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $11,533,376 | 48,144 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $7,427,573 | 45,268 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $7,815,923 | 43,723 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $9,323,902 | 41,845 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $8,083,120 | 39,098 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $6,996,730 | 36,447 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $6,350,878 | 29,182 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $6,477,752 | 27,937 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $4,944,755 | 27,166 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $3,879,242 | 26,009 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $3,257,122 | 25,748 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $2,955,770 | 25,472 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||