Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$518,606
+$128,953 QoQ
Shares Held
487
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#3,061
of 4,031 holders
Holding Since
Mar 2020
24 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, 2026TD Capital Management LLC holds $533,640 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.2% of the industry book) .
All Filings in CAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,606 | 487 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $389,653 | 550 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $314,505 | 549 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $235,234 | 493 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $200,316 | 516 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,096 | 67 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,393 | 70 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $26,205 | 67 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,317 | 67 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $24,184 | 66 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,122 | 41 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,193 | 41 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,088 | 41 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $9,382 | 41 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $9,821 | 41 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,727 | 41 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $8,269 | 40 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,678 | 40 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,705 | 40 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,478 | 15 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,730 | 15 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,237 | 15 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,897 | 15 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,740 | 15 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||