Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,587,530
+$1,846,862 QoQ
Shares Held
5,247
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,162
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, 2026Checchi Capital Advisers, LLC holds $8,092,370 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.0% 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 | $5,587,530 | 5,247 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,740,668 | 5,280 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,888,410 | 5,042 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,526,986 | 5,296 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,180,187 | 5,616 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,070,154 | 6,277 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,235,327 | 6,162 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,392,481 | 6,117 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,061,222 | 6,188 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,280,293 | 6,223 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,814,526 | 6,137 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,628,445 | 5,965 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,479,006 | 6,011 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,352,902 | 5,912 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,355,430 | 5,658 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $930,661 | 5,672 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,023,937 | 5,728 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,332,240 | 5,979 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,118,256 | 5,409 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,024,927 | 5,339 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,162,144 | 5,340 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,264,618 | 5,454 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,051,165 | 5,775 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $821,965 | 5,511 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $708,147 | 5,598 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $624,527 | 5,382 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||