Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,147,903
+$792,620 QoQ
Shares Held
2,017
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,826
of 4,031 holders
Holding Since
Dec 2020
15 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, 2026Financial Engines Advisors L.L.C. holds $3,388,118 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.4% of the industry book) .
All Filings in CAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,147,903 | 2,017 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,355,283 | 1,913 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,108,503 | 1,935 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,037,801 | 2,175 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $814,076 | 2,097 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $503,604 | 1,527 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,046,199 | 2,884 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $389,555 | 996 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $247,493 | 743 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $280,318 | 765 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $397,676 | 1,345 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $248,703 | 911 | Shares | Sole | 2023-11-13 | |
| 2021-06-30 | $247,445 | 1,137 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $251,810 | 1,086 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $469,065 | 2,577 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||