Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$270,484
+$110,373 QoQ
Shares Held
254
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,601
of 4,031 holders
Holding Since
Sep 2020
14 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, 2026Winch Advisory Services, LLC holds $918,856 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (29.4% of the industry book) .
All Filings in CAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,484 | 254 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $160,111 | 226 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $144,363 | 252 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $127,399 | 267 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,652 | 267 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,574 | 26 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,431 | 26 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $10,169 | 26 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,327 | 25 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,160 | 25 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,391 | 25 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,825 | 25 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,151 | 25 | Shares | Sole | 2023-08-08 | |
| 2020-09-30 | $149 | 1 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||