Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,751,171
+$4,881,235 QoQ
Shares Held
11,035
+13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#780
of 4,031 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026DENALI ADVISORS LLC holds $13,109,948 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (89.6% of the industry book) .
All Filings in CAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,751,171 | 11,035 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,869,936 | 9,697 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,553,401 | 9,694 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $772,505 | 1,619 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,074,953 | 2,769 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $934,983 | 2,835 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,034,591 | 2,852 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,139,332 | 2,913 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||