Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,352,423
+$452,679 QoQ
Shares Held
1,270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,223
of 4,045 holders
Holding Since
Dec 2022
15 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, 2026Alpha Family Trust holds $1,917,727 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.5% of the industry book) .
All Filings in CAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,352,423 | 1,270 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $899,744 | 1,270 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $727,544 | 1,270 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $605,980 | 1,270 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $493,026 | 1,270 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $418,846 | 1,270 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $460,705 | 1,270 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $496,722 | 1,270 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $423,037 | 1,270 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $465,366 | 1,270 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $375,500 | 1,270 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $346,710 | 1,270 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $312,483 | 1,270 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $290,626 | 1,270 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $304,241 | 1,270 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||