Position in CAT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,932,298
+$878,670 QoQ
Shares Held
6,962
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Modera Wealth Management, LLC holds $8,494,424 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.1% of the industry book) .
All Filings in CAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,932,298 | 6,962 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,053,628 | 7,076 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,297,583 | 6,911 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,698,447 | 6,951 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,293,099 | 6,953 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,584,302 | 7,124 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,715,155 | 6,942 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,271,742 | 6,820 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,567,208 | 7,006 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,938,412 | 6,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,918,098 | 7,026 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $2,729,678 | 11,094 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $806,889 | 3,526 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $798,213 | 3,332 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $573,623 | 3,496 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $638,709 | 3,573 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $803,043 | 3,604 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,427,332 | 6,904 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $314,638 | 1,639 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $243,527 | 1,119 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $261,549 | 1,128 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $277,034 | 1,522 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||