Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$618,706
+$496,851 QoQ
Shares Held
581
+237.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,895
of 4,031 holders
Holding Since
Dec 2021
11 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, 2026IMA Advisory Services, Inc. holds $2,456,526 across 6 Farm & Heavy Construction Machinery names. CAT ranks #2 (25.2% of the industry book) .
All Filings in CAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,706 | 581 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $121,855 | 172 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $98,533 | 172 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $70,618 | 148 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $57,066 | 147 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $47,821 | 145 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $56,712 | 145 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $39,585 | 145 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $35,677 | 145 | Shares | Sole | 2023-08-15 | |
| 2022-03-31 | $44,564 | 200 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $41,348 | 200 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||