Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,004,082
+$1,004,809 QoQ
Shares Held
2,821
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,571
of 4,055 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Compass Ion Advisors, LLC holds $3,258,072 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.2% of the industry book) .
All Filings in CAT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,004,082 | 2,821 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,999,273 | 2,822 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,644,709 | 2,871 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,374,192 | 2,880 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,112,998 | 2,867 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $941,249 | 2,854 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,074,132 | 2,961 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,169,057 | 2,989 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $945,670 | 2,839 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,040,294 | 2,839 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $839,111 | 2,838 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $805,350 | 2,950 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||