Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$190,617
-$132,440 QoQ
Shares Held
179
-60.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,844
of 4,031 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $443,149 across 11 Farm & Heavy Construction Machinery names. CAT ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
387 | $245,485 | |
| 2 | CAT |
Caterpillar Inc
This page
|
179 | $190,617 | |
| 3 | FSS |
Federal Signal Corp /De/
|
20 | $2,569 | |
| 4 | AEBI |
Aebi Schmidt Holding AG
|
172 | $2,158 | |
| 5 | ASTE |
Astec Industries Inc
|
17 | $1,040 | |
| 6 | LNN |
Lindsay Corp
|
2 | $247 | |
| 7 | PCAR |
Paccar Inc
|
2 | $240 | |
| 8 | AGCO |
Agco Corp /De
|
2 | $239 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,617 | 179 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $323,057 | 456 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $559,693 | 977 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $466,175 | 977 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $379,281 | 977 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $326,172 | 989 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $354,416 | 977 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $382,515 | 978 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $353,086 | 1,060 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $351,772 | 960 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $342,385 | 1,158 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $253,071 | 927 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $241,375 | 981 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $212,134 | 927 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $210,094 | 877 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $160,470 | 978 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $15,552 | 87 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,602 | 79 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $37,833 | 183 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $185,826 | 968 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $62,459 | 287 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,752 | 55 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $116,674 | 641 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $9,098 | 61 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,517 | 178 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $163,616 | 1,410 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||