Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,622,613
+$2,077,843 QoQ
Shares Held
6,219
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,064
of 4,031 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, 2026AdvisorNet Financial, Inc holds $9,063,677 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.1% 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 | $6,622,613 | 6,219 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,544,770 | 6,415 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,846,822 | 6,715 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,178,773 | 6,662 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,257,441 | 5,815 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,758,823 | 5,333 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $2,012,229 | 5,547 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,392,872 | 6,118 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $787,115 | 2,363 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $858,545 | 2,343 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $978,372 | 3,309 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $978,432 | 3,584 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,918,943 | 7,799 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,763,212 | 7,705 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,027,156 | 8,462 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,371,216 | 8,357 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,578,272 | 8,829 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,014,069 | 9,039 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,704,984 | 8,247 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,571,466 | 8,186 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,703,825 | 7,829 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,710,328 | 11,689 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,191,520 | 12,040 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,817,392 | 12,185 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,489,411 | 11,774 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $1,364,862 | 11,762 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||