Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,342,479
+$2,398,143 QoQ
Shares Held
6,895
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,015
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $36,324,788 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (20.2% of the industry book) .
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,342,479 | 6,895 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,944,336 | 6,979 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,166,477 | 7,273 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,438,338 | 7,206 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,765,604 | 7,124 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,486,360 | 7,539 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,703,647 | 7,453 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $2,967,424 | 7,587 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,345,022 | 7,040 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $2,673,470 | 7,296 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,279,316 | 7,709 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $2,068,794 | 7,578 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,901,224 | 7,727 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,715,383 | 7,496 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $1,895,155 | 7,911 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $1,369,079 | 8,344 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,518,383 | 8,494 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,857,201 | 8,335 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,700,019 | 8,223 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,765,352 | 9,196 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $2,030,267 | 9,329 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $2,260,961 | 9,751 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,731,918 | 9,515 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $1,309,386 | 8,779 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $913,455 | 7,221 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $841,172 | 7,249 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||