Position in CAT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$208,995
-$18,700 QoQ
Shares Held
295
-70.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Phocas Financial Corp. holds $6,098,546 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEX |
Terex Corp
|
99,654 | $5,889,551 | |
| 2 | CAT |
Caterpillar Inc
This page
|
295 | $208,995 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,995 | 295 | Shares | Sole | 2026-05-01 | |
| 2023-03-31 | $227,695 | 995 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $154,516 | 645 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||