Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,041,413
+$772,562 QoQ
Shares Held
1,917
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,877
of 4,045 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Alta Advisers Ltd holds $2,895,195 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.5% of the industry book) .
All Filings in CAT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,413 | 1,917 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,268,851 | 1,791 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,026,010 | 1,791 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,140,865 | 2,391 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $928,210 | 2,391 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $788,551 | 2,391 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $577,151 | 1,591 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $547,568 | 1,400 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $466,340 | 1,400 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $513,002 | 1,400 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $413,938 | 1,400 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $382,200 | 1,400 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $344,470 | 1,400 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $320,376 | 1,400 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $335,384 | 1,400 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $229,712 | 1,400 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||