Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$212,980
-$37,088 QoQ
Shares Held
200
-78.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,805
of 4,045 holders
Holding Since
Sep 2023
2 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, 2026SONATA CAPITAL GROUP INC holds $516,883 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
2,530 | $303,903 | |
| 2 | CAT |
Caterpillar Inc
This page
|
200 | $212,980 |
All Filings in CAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,980 | 200 | Shares | Sole | 2026-07-24 | |
| 2023-09-30 | $250,068 | 916 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||