Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,817,783
+$608,443 QoQ
Shares Held
1,707
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,985
of 4,045 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026HALL LAURIE J TRUSTEE holds $3,423,907 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,707 | $1,817,783 | |
| 2 | PCAR |
Paccar Inc
|
13,371 | $1,606,124 |
All Filings in CAT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,817,783 | 1,707 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $1,209,340 | 1,707 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $977,888 | 1,707 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $836,443 | 1,753 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $738,763 | 1,903 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $901,343 | 2,733 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,008,472 | 2,780 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $1,282,873 | 3,280 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $426,367 | 1,280 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $469,030 | 1,280 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $378,457 | 1,280 | Shares | Other | 2024-01-11 | |
| 2023-09-30 | $363,090 | 1,330 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $327,246 | 1,330 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $304,357 | 1,330 | Shares | Other | 2023-04-07 | |
| 2022-12-31 | $318,614 | 1,330 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $218,226 | 1,330 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $237,750 | 1,330 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $301,921 | 1,355 | Shares | Other | 2022-04-06 | |
| 2021-12-31 | $280,132 | 1,355 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $260,118 | 1,355 | Shares | Other | 2021-10-04 | |
| 2021-06-30 | $294,888 | 1,355 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $325,777 | 1,405 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $255,738 | 1,405 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $209,555 | 1,405 | Shares | Other | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||