Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$103,900,163
+$36,281,907 QoQ
Shares Held
97,568
+2.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#226
of 4,031 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Prospera Financial Services Inc holds $113,636,368 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.4% of the industry book) .
All Filings in CAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,900,163 | 97,568 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $67,618,256 | 95,444 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $50,670,351 | 88,450 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $34,194,954 | 71,665 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,135,160 | 75,050 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $34,829,188 | 105,607 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,613,133 | 103,686 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,398,894 | 95,620 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $29,421,723 | 88,327 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,754,695 | 34,808 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $10,998,924 | 37,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,497,397 | 34,789 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,333,906 | 37,935 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,371,424 | 36,582 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,262,424 | 34,490 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,345,137 | 38,671 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,189,386 | 34,624 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,240,106 | 36,981 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,020,682 | 29,122 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,145,947 | 26,806 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,239,669 | 28,671 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,710,439 | 20,315 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,809,860 | 20,931 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $2,803,113 | 22,159 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,368,840 | 20,414 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||