Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,272,203
+$14,352,875 QoQ
Shares Held
40,635
-0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#369
of 4,030 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Advisory Services Network, LLC holds $64,711,283 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.9% 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 | $43,272,203 | 40,635 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $28,919,328 | 40,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,682,551 | 37,849 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,349,382 | 40,552 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $15,570,321 | 40,108 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $12,212,161 | 37,029 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,083,298 | 36,066 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,157,368 | 36,197 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,057,217 | 36,197 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,776,667 | 37,597 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $11,176,323 | 37,800 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,865,126 | 43,462 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,126,676 | 41,157 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,460,012 | 41,339 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $9,206,049 | 38,429 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,175,080 | 31,540 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,858,320 | 32,772 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,669,000 | 29,930 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $6,256,571 | 30,263 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,385,112 | 33,261 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,708,671 | 35,421 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,201,593 | 26,746 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $4,736,886 | 26,024 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,706,673 | 24,852 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,536,956 | 20,055 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,817,533 | 15,663 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||