Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,675,858
+$2,235,231 QoQ
Shares Held
6,269
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,060
of 4,045 holders
Holding Since
Mar 2020
26 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, 2026Southeast Asset Advisors, LLC holds $10,341,077 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.6% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,675,858 | 6,269 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,440,627 | 6,268 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,990,612 | 6,966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,164,458 | 6,632 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,573,444 | 6,629 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,185,254 | 6,626 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,313,916 | 3,622 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,623,930 | 4,152 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,381,365 | 4,147 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,517,753 | 4,142 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,222,891 | 4,136 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,132,950 | 4,150 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $986,168 | 4,008 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $962,043 | 4,204 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,003,037 | 4,187 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $685,690 | 4,179 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $749,719 | 4,194 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $932,724 | 4,186 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $863,552 | 4,177 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $801,282 | 4,174 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $895,329 | 4,114 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $836,586 | 3,608 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $655,272 | 3,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $535,597 | 3,591 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $452,996 | 3,581 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $414,030 | 3,568 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||