Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$76,672
+$25,663 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,933
of 4,045 holders
Holding Since
Sep 2021
16 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, 2026Marquette Asset Management, LLC holds $98,411 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.9% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,672 | 72 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $51,009 | 72 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $33,226 | 58 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $27,674 | 58 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,941 | 5 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,649 | 5 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $3,911 | 10 | Shares | Sole | 2024-10-08 | |
| 2023-09-30 | $33,033 | 121 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $73,815 | 300 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $68,652 | 300 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $71,868 | 300 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $49,224 | 300 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $53,628 | 300 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $67,514 | 303 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $62,022 | 300 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $57,591 | 300 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||