Position in CAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,364,077
+$751,623 QoQ
Shares Held
2,220
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,745
of 4,031 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Capital Analysts, LLC holds $4,334,448 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.5% of the industry book) .
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,364,077 | 2,220 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,612,454 | 2,276 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,508,938 | 2,634 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $1,255,381 | 2,631 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $605,218 | 1,559 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $488,103 | 1,480 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $317,777 | 876 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $334,798 | 856 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $261,149 | 784 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $244,407 | 667 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $175,331 | 593 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $162,708 | 596 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $135,327 | 550 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $112,130 | 490 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $142,297 | 594 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $99,596 | 607 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $120,305 | 673 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $99,377 | 446 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $113,499 | 549 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $119,212 | 621 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $70,076 | 322 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $78,371 | 338 | Shares | Defined | 2021-05-17 | |
| 2020-09-30 | $16,406 | 110 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,915 | 110 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $26,573 | 229 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||