Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,227,476
+$2,553,766 QoQ
Shares Held
6,787
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,026
of 4,050 holders
Holding Since
Jun 2021
17 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, 2026Hillsdale Investment Management Inc. holds $33,723,063 across 5 Farm & Heavy Construction Machinery names. CAT ranks #3 (21.4% of the industry book) .
All Filings in CAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,227,476 | 6,787 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,673,710 | 6,597 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,570,467 | 4,487 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,942,584 | 6,167 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,838,950 | 4,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $338,704 | 1,027 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $557,562 | 1,537 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,829,267 | 4,677 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,279,104 | 3,840 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $187,978 | 513 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $147,835 | 500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $188,370 | 690 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $81,196 | 330 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $70,940 | 310 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $43,120 | 180 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,408 | 100 | Shares | Sole | 2022-11-10 | |
| 2021-06-30 | $43,526 | 200 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||