Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,308,644
+$829,034 QoQ
Shares Held
3,107
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,496
of 4,045 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, 2026OAKWORTH CAPITAL, INC. holds $4,344,782 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.2% 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 | $3,308,644 | 3,107 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,479,610 | 3,500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,013,065 | 3,514 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,725,851 | 3,617 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,404,155 | 3,617 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,187,280 | 3,600 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $774,492 | 2,135 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $835,041 | 2,135 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $711,168 | 2,135 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $782,328 | 2,135 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $631,255 | 2,135 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $337,155 | 1,235 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $303,871 | 1,235 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $259,733 | 1,135 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $271,900 | 1,135 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $189,184 | 1,153 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $202,892 | 1,135 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $252,900 | 1,135 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $234,649 | 1,135 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $217,885 | 1,135 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $247,010 | 1,135 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $269,432 | 1,162 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $211,507 | 1,162 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $162,126 | 1,087 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $102,212 | 808 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $93,760 | 808 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||