Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$204,460
-$664,820 QoQ
Shares Held
192
-84.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#3,828
of 4,031 holders
Holding Since
Dec 2021
9 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, 2026J2 Capital Management Inc holds $510,285 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
2,546 | $305,825 | |
| 2 | CAT |
Caterpillar Inc
This page
|
192 | $204,460 |
All Filings in CAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,460 | 192 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $869,280 | 1,227 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $733,846 | 1,281 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $947,619 | 1,986 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $733,716 | 1,890 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $403,345 | 1,223 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $572,072 | 1,577 | Shares | Sole | 2025-01-15 | |
| 2022-03-31 | $294,345 | 1,321 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $267,108 | 1,292 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||