Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$21,450,280
+$6,301,989 QoQ
Shares Held
20,143
-5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#544
of 4,045 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $27,755,744 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.3% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,450,280 | 20,143 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $15,148,291 | 21,382 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $11,524,425 | 20,117 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $8,463,685 | 17,738 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $7,098,419 | 18,285 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,505,680 | 16,694 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $5,681,909 | 15,663 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||