Position in CAT
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,832,786
+$324,420 QoQ
Shares Held
2,587
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $5,596,554 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (32.7% of the industry book) .
All Filings in CAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,832,786 | 2,587 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,508,366 | 2,633 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,227,706 | 2,573 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,016,333 | 2,618 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $863,416 | 2,618 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $948,617 | 2,615 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $973,888 | 2,490 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $779,454 | 2,340 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $870,271 | 2,375 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $702,216 | 2,375 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $690,690 | 2,530 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $584,368 | 2,375 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $85,815 | 375 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $75,461 | 315 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $59,889 | 365 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $65,247 | 365 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $81,329 | 365 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $75,460 | 365 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||