Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$100,445,627
+$26,586,547 QoQ
Shares Held
94,324
-9.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#233
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $135,002,428 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.4% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,445,627 | 94,324 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $73,859,080 | 104,253 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,592,856 | 48,166 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,272,298 | 25,720 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,433,503 | 24,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,848,580 | 23,798 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,809,860 | 21,529 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,691,187 | 14,551 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,866,590 | 14,610 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,891,486 | 10,620 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,953,195 | 6,606 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,161,887 | 7,919 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,782,139 | 7,243 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,070,970 | 4,680 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,011,900 | 4,224 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $616,612 | 3,758 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $591,159 | 3,307 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $739,539 | 3,319 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $666,736 | 3,225 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $730,253 | 3,804 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $826,123 | 3,796 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $758,446 | 3,271 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $330,548 | 1,816 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $269,364 | 1,806 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $228,206 | 1,804 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $209,220 | 1,803 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||