Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,768,621
+$1,861,102 QoQ
Shares Held
4,478
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,269
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $6,280,797 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.9% 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 | $4,768,621 | 4,478 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,907,519 | 4,104 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,066,914 | 3,608 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,667,638 | 3,495 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,348,252 | 3,473 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $747,655 | 2,267 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $906,536 | 2,499 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,167,101 | 2,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,032,609 | 3,100 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,414,785 | 3,861 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,089,247 | 3,684 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,276,002 | 4,674 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,255,100 | 5,101 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,103,008 | 4,820 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,242,118 | 5,185 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $858,302 | 5,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $916,860 | 5,129 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,246,009 | 5,592 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,280,340 | 6,193 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,186,374 | 6,180 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,154,744 | 5,306 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,123,178 | 4,844 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,093,212 | 6,006 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $868,351 | 5,822 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $269,318 | 2,129 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $302,284 | 2,605 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||