Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,151,156
+$439,863 QoQ
Shares Held
1,081
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,355
of 4,031 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,382,877 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.2% of the industry book) .
All Filings in CAT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,156 | 1,081 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $711,293 | 1,004 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $273,258 | 477 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $240,483 | 504 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $185,176 | 477 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $157,314 | 477 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $174,850 | 482 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $477,948 | 1,222 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $155,890 | 468 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $171,489 | 468 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $138,373 | 468 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $127,764 | 468 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $115,151 | 468 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $107,097 | 468 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $112,114 | 468 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $645,509 | 2,897 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $530,908 | 2,568 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $405,632 | 2,113 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $385,857 | 1,773 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $330,414 | 1,425 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $226,978 | 1,247 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||