Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,432,648
+$3,173,439 QoQ
Shares Held
12,614
-12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#723
of 4,031 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, 2026FOSTER & MOTLEY INC holds $21,247,791 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.2% of the industry book) .
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,432,648 | 12,614 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,259,209 | 14,481 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,894,952 | 15,527 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,456,052 | 17,722 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,338,721 | 18,904 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,876,376 | 17,818 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,148,419 | 16,949 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,515,668 | 16,659 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,500,813 | 16,514 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,977,572 | 16,313 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,010,423 | 16,946 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,612,608 | 16,896 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,863,723 | 15,703 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,307,195 | 14,452 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,100,864 | 12,944 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,809,638 | 11,029 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,060,030 | 11,524 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,551,066 | 11,449 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,469,716 | 11,946 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,326,484 | 12,119 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,501,003 | 11,492 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,731,660 | 11,781 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,293,269 | 12,599 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,080,642 | 13,950 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,688,648 | 13,349 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $795,686 | 6,857 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||