Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,961,545
+$575,089 QoQ
Shares Held
1,842
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#689
of 1,643 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Baker Ellis Asset Management LLC holds $16,054,777 across 4 Farm & Heavy Construction Machinery names. CAT ranks #3 (12.2% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,961,545 | 1,842 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,386,456 | 1,957 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,235,680 | 2,157 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $767,257 | 1,608 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $619,971 | 1,597 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $526,690 | 1,597 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $579,327 | 1,597 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $663,730 | 1,697 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $508,643 | 1,527 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $522,895 | 1,427 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $236,536 | 800 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $245,700 | 900 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $221,445 | 900 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $211,219 | 923 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $215,604 | 900 | Shares | Sole | 2023-02-09 | |
| 2020-06-30 | $103,097 | 815 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||