Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,018,176
+$18,108,810 QoQ
Shares Held
49,787
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#330
of 4,045 holders
Holding Since
Mar 2020
26 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, 2026KCM INVESTMENT ADVISORS LLC holds $58,073,151 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
49,787 | $53,018,176 | |
| 2 | DE |
Deere & Co
|
7,969 | $5,054,975 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,018,176 | 49,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,909,366 | 49,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,425,236 | 49,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,941,478 | 50,176 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,969,910 | 51,441 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $17,222,815 | 52,222 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,519,390 | 53,808 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,122,435 | 54,005 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $18,158,613 | 54,514 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $20,222,538 | 55,188 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $16,452,557 | 55,645 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,943,746 | 58,402 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,611,925 | 59,386 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,701,566 | 59,874 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $14,395,399 | 60,091 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,063,354 | 61,332 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,222,374 | 62,779 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,810,829 | 61,982 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,449,262 | 60,217 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,329,329 | 53,807 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,810,750 | 40,485 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $7,722,894 | 33,307 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,469,336 | 30,048 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $4,370,840 | 29,305 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,643,706 | 28,804 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,404,845 | 29,342 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||