Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$50,095,025
+$9,919,676 QoQ
Shares Held
47,042
-17.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#342
of 4,045 holders
Holding Since
Dec 2020
19 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, 2026Dakota Wealth Management holds $67,262,893 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.5% of the industry book) .
All Filings in CAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,095,025 | 47,042 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $40,175,349 | 56,708 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 | $34,137,323 | 59,590 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 | $30,559,548 | 64,046 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $29,389,049 | 75,704 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $11,828,277 | 35,865 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $13,995,643 | 38,581 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,000,625 | 38,353 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $12,885,973 | 38,685 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $22,276,012 | 60,792 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $15,823,667 | 53,518 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $10,256,064 | 37,568 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $9,180,862 | 37,313 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $15,192,916 | 66,391 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,862,109 | 20,296 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $3,362,491 | 20,493 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $427,951 | 2,394 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $405,309 | 1,819 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $1,253,571 | 6,887 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||