Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,848,861
+$23,007,266 QoQ
Shares Held
66,531
-1.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#280
of 4,045 holders
Holding Since
Mar 2020
26 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, 2026REGIONS FINANCIAL CORP holds $88,234,765 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.3% of the industry book) .
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,848,861 | 66,531 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $47,841,595 | 67,529 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $38,573,627 | 67,334 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $36,532,989 | 76,565 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $30,490,012 | 78,540 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $26,319,688 | 79,805 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $29,758,653 | 82,034 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $34,119,744 | 87,236 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $29,873,406 | 89,683 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $34,050,874 | 92,926 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $27,371,353 | 92,574 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $26,037,921 | 95,377 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $23,414,363 | 95,161 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $21,149,392 | 92,420 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $21,913,990 | 91,476 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $15,713,613 | 95,768 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $16,936,615 | 94,745 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $21,116,205 | 94,768 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $19,597,504 | 94,793 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $18,386,310 | 95,777 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $21,126,649 | 97,076 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $22,280,619 | 96,091 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $17,556,010 | 96,451 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $14,497,081 | 97,198 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $12,465,563 | 98,542 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $11,514,532 | 99,229 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||