Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,138,378
+$429,210 QoQ
Shares Held
1,069
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,367
of 4,031 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, 2026Archford Capital Strategies, LLC holds $2,065,837 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (55.1% 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 | $1,138,378 | 1,069 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $709,168 | 1,001 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $682,288 | 1,191 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $563,991 | 1,182 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $454,205 | 1,170 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $374,982 | 1,137 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $424,066 | 1,169 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $454,090 | 1,161 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $387,395 | 1,163 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $426,158 | 1,163 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $343,864 | 1,163 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $443,625 | 1,625 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $438,707 | 1,783 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $418,777 | 1,830 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $443,186 | 1,850 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $303,383 | 1,849 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $330,527 | 1,849 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $404,863 | 1,817 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $467,232 | 2,260 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $446,522 | 2,326 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $510,124 | 2,344 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $688,653 | 2,970 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,986,566 | 10,914 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,617,084 | 10,842 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,690,925 | 13,367 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,561,898 | 13,460 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||