Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$81,997
+$29,571 QoQ
Shares Held
77
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,916
of 4,031 holders
Holding Since
Mar 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $162,251 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.5% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,997 | 77 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $52,426 | 74 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $42,392 | 74 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $58,212 | 122 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $28,727 | 74 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $28,362 | 86 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $26,844 | 74 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $238,222 | 1,041 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $252,255 | 1,053 | Shares | Sole | 2023-01-25 | |
| 2021-06-30 | $202,178 | 929 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $206,364 | 890 | Shares | Other | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||