Position in CAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,291,664
+$1,454,265 QoQ
Shares Held
2,152
+82.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,779
of 4,051 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Curbstone Financial Management Corp holds $2,950,098 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,152 | $2,291,664 | |
| 2 | DE |
Deere & Co
|
1,038 | $658,434 |
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,291,664 | 2,152 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $837,399 | 1,182 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $700,047 | 1,222 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $583,077 | 1,222 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $509,331 | 1,312 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $594,299 | 1,802 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $570,258 | 1,572 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $614,840 | 1,572 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $523,633 | 1,572 | Shares | Sole | 2024-07-03 | |
| No filing history on record for this holder in this stock. | ||||||