Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$894,516
New position
Shares Held
840
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,593
of 4,045 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026USA FINANCIAL FORMULAS holds $1,711,091 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
840 | $894,516 | |
| 2 | PCAR |
Paccar Inc
|
6,798 | $816,575 |
All Filings in CAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,516 | 840 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||