Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$387,623
+$129,744 QoQ
Shares Held
364
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,312
of 4,045 holders
Holding Since
Dec 2025
3 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, 2026Madrona Financial Services, LLC holds $1,448,282 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
8,830 | $1,060,659 | |
| 2 | CAT |
Caterpillar Inc
This page
|
364 | $387,623 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,623 | 364 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $257,879 | 364 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $214,826 | 375 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||