Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,322,728
+$5,380,218 QoQ
Shares Held
16,267
-3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#618
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)
Derivatives in CAT
reported options exposure · as of Dec 31, 2022CallValue
$1,975
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Moors & Cabot, Inc. holds $22,952,638 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.5% of the industry book) .
All Filings in CAT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,322,728 | 16,267 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,942,510 | 16,857 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,519,953 | 16,618 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,012,302 | 16,792 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,778,951 | 20,038 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,924,857 | 17,965 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,690,874 | 21,201 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,504,513 | 21,744 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,437,456 | 22,328 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,199,604 | 22,377 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,797,157 | 22,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,569,746 | 20,402 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,279,986 | 21,459 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,980,702 | 21,765 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,975 | 100 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $5,147,186 | 21,486 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,582,522 | 21,834 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,129,534 | 23,101 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,252,981 | 23,575 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,739,307 | 22,924 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,860,132 | 20,108 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $4,298,192 | 19,750 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $16,000 | 1,000 | Call | Sole | 2021-08-10 | |
| 2021-03-31 | $4,647,602 | 20,044 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,276,377 | 23,494 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,336,485 | 22,370 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,482,689 | 19,626 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,424,655 | 20,895 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||