Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$873,218
+$294,407 QoQ
Shares Held
820
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#984
of 1,643 holders
Holding Since
Sep 2023
12 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, 2026GW HENSSLER & ASSOCIATES LTD holds $18,176,098 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (4.8% of the industry book) .
All Filings in CAT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,218 | 820 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $578,811 | 817 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $439,391 | 767 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $365,974 | 767 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $336,578 | 867 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $335,406 | 1,017 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $327,209 | 902 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $352,790 | 902 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $298,790 | 897 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $326,489 | 891 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $263,441 | 891 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $243,243 | 891 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||