Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$272,614
-$143,284 QoQ
Shares Held
256
-77.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,605
of 4,045 holders
Holding Since
Mar 2023
6 quarters on record
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026STEEL GROVE CAPITAL ADVISORS, LLC holds $563,304 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
2,420 | $290,690 | |
| 2 | CAT |
Caterpillar Inc
This page
|
256 | $272,614 |
All Filings in CAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,614 | 256 | Shares | Sole | 2026-07-28 | |
| 2024-03-31 | $415,898 | 1,135 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $357,465 | 1,209 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $342,342 | 1,254 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $316,912 | 1,288 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $294,517 | 1,287 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||