Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$252,381
+$78,100 QoQ
Shares Held
237
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,229
of 1,374 holders
Holding Since
Mar 2020
26 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, 2026JNBA Financial Advisors holds $1,342,810 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (18.8% of the industry book) .
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,381 | 237 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $174,281 | 246 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $143,790 | 251 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $114,038 | 239 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $131,603 | 339 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $111,802 | 339 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $86,699 | 239 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $96,215 | 246 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $81,942 | 246 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $90,141 | 246 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $72,734 | 246 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $67,158 | 246 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $53,884 | 219 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $50,115 | 219 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $76,419 | 319 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $52,341 | 319 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $62,029 | 347 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $71,970 | 323 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $65,950 | 319 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $61,238 | 319 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $69,423 | 319 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $73,966 | 319 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $58,064 | 319 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $47,578 | 319 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $40,353 | 319 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $37,016 | 319 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||