Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,221,381
+$502,658 QoQ
Shares Held
2,086
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,798
of 4,031 holders
Holding Since
Dec 2023
11 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, 2026CIDEL ASSET MANAGEMENT INC holds $4,385,834 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.6% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,221,381 | 2,086 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,718,723 | 2,426 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,341,088 | 2,341 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,174,743 | 2,462 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $955,773 | 2,462 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $790,200 | 2,396 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $844,868 | 2,329 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $966,457 | 2,471 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $823,090 | 2,471 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $966,642 | 2,638 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $795,056 | 2,689 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||