Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,466,313
+$7,168,519 QoQ
Shares Held
19,219
+2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#557
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $27,485,223 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.5% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,466,313 | 19,219 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,297,794 | 18,770 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,634,989 | 20,310 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,737,200 | 20,407 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,031,676 | 20,689 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,834,775 | 20,724 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,973,102 | 21,979 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,867,472 | 22,672 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,071,713 | 21,230 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,785,171 | 21,246 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,407,168 | 21,670 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,088,173 | 22,301 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,808,256 | 23,606 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,331,025 | 18,926 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,583,501 | 19,133 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,254,198 | 19,833 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,681,204 | 20,593 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,543,299 | 20,390 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,136,660 | 20,009 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,846,118 | 20,035 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $4,336,713 | 19,927 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,959,003 | 21,387 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $4,294,033 | 23,591 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,198,521 | 21,445 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,793,246 | 22,081 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,738,079 | 23,596 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||