Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,628,354
+$5,840,997 QoQ
Shares Held
16,554
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#611
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026NICOLET BANKSHARES INC holds $31,420,683 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.1% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,628,354 | 16,554 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,787,357 | 16,638 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,503,441 | 4,370 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,061,288 | 4,320 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,336,995 | 3,444 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,153,640 | 3,498 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,191,303 | 3,284 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,284,438 | 3,284 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,093,900 | 3,284 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,203,356 | 3,284 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $973,049 | 3,291 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $898,443 | 3,291 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $809,750 | 3,291 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $753,112 | 3,291 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $676,996 | 2,826 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $459,424 | 2,800 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $536,280 | 3,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $643,949 | 2,890 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $617,945 | 2,989 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $573,798 | 2,989 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $765,622 | 3,518 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $815,718 | 3,518 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $531,316 | 2,919 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $457,741 | 3,069 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $383,168 | 3,029 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $404,283 | 3,484 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||