Financial Management Professionals, Inc.

Position in CAT — Caterpillar Inc

CIK 1568132 AUSTIN, TX

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$112,879

+$39,200 QoQ

Shares Held

106

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,901

of 4,045 holders

Holding Since

Jun 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, 2026

Financial Management Professionals, Inc. holds $306,174 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	302	$191,567
2	CAT	Caterpillar Inc This page	106	$112,879
3	PCAR	Paccar Inc	12	$1,441
4	OSK	Oshkosh Corp	1	$153
5	CNH	CNH Industrial N.V.	12	$134

All Filings in CAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,879	106	+1.9%	Shares	Sole	2026-07-09
2026-03-31	$73,679	104	+4.0%	Shares	Sole	2026-04-15
2025-12-31	$57,287	100	-41.9%	Shares	Sole	2026-01-27
2025-09-30	$82,069	172	-1.7%	Shares	Sole	2025-10-15
2025-06-30	$67,936	175	-68.2%	Shares	Sole	2025-07-15
2025-03-31	$181,390	550	-2.3%	Shares	Sole	2025-04-10
2024-12-31	$204,233	563	+34.4%	Shares	Sole	2025-01-15
2024-09-30	$163,879	419	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$142,566	428	0.0%	Shares	Sole	2024-07-12
2024-03-31	$156,832	428	-3.2%	Shares	Sole	2024-04-16
2023-12-31	$130,686	442	-27.9%	Shares	Sole	2024-01-12
2023-09-30	$167,349	613	+44.2%	Shares	Sole	2023-10-13
2023-06-30	$104,571	425	-0.2%	Shares	Sole	2023-07-10
2023-03-31	$97,485	426	+453.2%	Shares	Sole	2023-04-13
2022-12-31	$18,446	77	+13.2%	Shares	Sole	2023-01-11
2022-09-30	$11,157	68	+17.2%	Shares	Sole	2022-10-27
2022-06-30	$10,368	58	-42.6%	Shares	Sole	2022-07-12
2022-03-31	$22,504	101	-66.2%	Shares	Sole	2022-04-27
2021-12-31	$61,815	299	-1.3%	Shares	Sole	2022-01-28
2021-09-30	$58,166	303	-33.0%	Shares	Sole	2021-11-02
2021-06-30	$98,368	452	+10.2%	Shares	Sole	2021-08-05
2021-03-31	$95,066	410	+3.5%	Shares	Sole	2021-04-26
2020-12-31	$72,079	396	+3.1%	Shares	Sole	2021-02-03
2020-09-30	$57,273	384	+1224.1%	Shares	Sole	2020-10-26
2020-06-30	$3,668	29	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.