Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$950,955
+$297,047 QoQ
Shares Held
893
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,542
of 4,045 holders
Holding Since
Mar 2021
12 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, 2026FIRST UNITED BANK & TRUST holds $1,519,538 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.6% of the industry book) .
All Filings in CAT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950,955 | 893 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $653,908 | 923 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $532,768 | 930 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $446,134 | 935 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $362,975 | 935 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $313,310 | 950 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $344,621 | 950 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $384,470 | 983 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $337,429 | 1,013 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $371,193 | 1,013 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $212,882 | 720 | Shares | Defined | 2024-02-08 | |
| 2021-03-31 | $209,842 | 905 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||