Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,321,540
+$375,038 QoQ
Shares Held
1,241
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,233
of 4,031 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Mengis Capital Management, Inc. holds $31,898,143 across 3 Farm & Heavy Construction Machinery names. CAT ranks #3 (4.1% of the industry book) .
All Filings in CAT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,540 | 1,241 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $946,502 | 1,336 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $776,811 | 1,356 | Shares | Sole | 2026-03-05 | |
| 2025-09-30 | $661,329 | 1,386 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $537,670 | 1,385 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $457,102 | 1,386 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $502,422 | 1,385 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $541,701 | 1,385 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $469,671 | 1,410 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,842,043 | 5,027 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $424,877 | 1,437 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $392,301 | 1,437 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $378,424 | 1,538 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $346,006 | 1,512 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $356,225 | 1,487 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $243,986 | 1,487 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $252,409 | 1,412 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $222,151 | 997 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $211,288 | 1,022 | Shares | Sole | 2022-02-04 | |
| 2021-06-30 | $227,858 | 1,047 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $242,767 | 1,047 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||