Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,833,703
+$7,059,824 QoQ
Shares Held
19,564
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#553
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $25,671,176 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.2% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,833,703 | 19,564 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $13,773,879 | 19,442 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,139,688 | 21,191 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,268,268 | 21,520 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,085,249 | 20,827 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,368,438 | 19,310 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,980,227 | 19,242 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,161,407 | 18,310 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,394,554 | 16,195 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,084,961 | 11,148 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,831,291 | 12,958 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||