CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Position in CAT — Caterpillar Inc

CIK 1365707 Norwell, MA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,675,087

+$573,432 QoQ

Shares Held

1,573

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#171

of 400 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $11,558,855 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TEX	Terex Corp	136,535	$9,883,768
2	CAT	Caterpillar Inc This page	1,573	$1,675,087

All Filings in CAT

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15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,675,087	1,573	+1.2%	Shares	Sole	2026-07-09
2026-03-31	$1,101,655	1,555	-2.8%	Shares	Sole	2026-04-20
2025-12-31	$916,019	1,599	+201.7%	Shares	Sole	2026-01-12
2025-09-30	$252,889	530	+6.0%	Shares	Sole	2025-10-09
2025-06-30	$194,105	500	-79.9%	Shares	Sole	2025-07-10
2025-03-31	$819,553	2,485	-88.7%	Shares	Sole	2025-04-10
2024-12-31	$7,991,602	22,030	+1619.8%	Shares	Sole	2025-01-14
2024-09-30	$501,024	1,281	+1.5%	Shares	Sole	2024-10-09
2024-06-30	$420,372	1,262	+1.4%	Shares	Sole	2024-07-10
2024-03-31	$456,205	1,245	-26.8%	Shares	Sole	2024-04-11
2023-06-30	$418,285	1,700	+6.4%	Shares	Sole	2023-07-12
2021-09-30	$306,768	1,598	+4.9%	Shares	Sole	2021-10-12
2021-06-30	$331,450	1,523	+1.8%	Shares	Sole	2021-07-14
2021-03-31	$346,877	1,496	0.0%	Shares	Sole	2021-04-14
2020-12-31	$272,301	1,496	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.