Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$585,695
+$196,042 QoQ
Shares Held
550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,952
of 4,031 holders
Holding Since
Dec 2022
13 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, 2026Wakefield Asset Management LLLP holds $791,700 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
550 | $585,695 | |
| 2 | PCAR |
Paccar Inc
|
1,715 | $206,005 |
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,695 | 550 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $389,653 | 550 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $315,078 | 550 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $262,432 | 550 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $213,515 | 550 | Shares | Defined | 2025-08-05 | |
| 2024-09-30 | $4,382,890 | 11,206 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $3,742,045 | 11,234 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $4,437,100 | 12,109 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $3,951,629 | 13,365 | Shares | Defined | 2024-01-25 | |
| 2023-09-30 | $3,158,064 | 11,568 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,963,672 | 12,045 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $2,894,597 | 12,649 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $3,029,954 | 12,648 | Shares | Defined | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||