Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,634,385
+$1,929,848 QoQ
Shares Held
5,291
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,157
of 4,045 holders
Holding Since
Sep 2020
24 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,505,244 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (59.3% of the industry book) .
All Filings in CAT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,634,385 | 5,291 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $3,704,537 | 5,229 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,829,977 | 4,940 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,661,913 | 3,483 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,288,080 | 3,318 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,105,159 | 3,351 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,216,697 | 3,354 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,247,672 | 3,190 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,057,259 | 3,174 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,132,268 | 3,090 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $913,915 | 3,091 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $650,013 | 2,381 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $675,899 | 2,747 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $953,576 | 4,167 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $306,397 | 1,279 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $209,037 | 1,274 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $230,779 | 1,291 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $261,590 | 1,174 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $242,712 | 1,174 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $281,619 | 1,467 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $492,931 | 2,265 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $432,437 | 1,865 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $282,495 | 1,552 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $231,480 | 1,552 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||