Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$332,248
+$111,209 QoQ
Shares Held
312
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,437
of 4,045 holders
Holding Since
Mar 2024
4 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, 2026Peak Asset Management, LLC holds $18,646,850 across 3 Farm & Heavy Construction Machinery names. CAT ranks #3 (1.8% of the industry book) .
All Filings in CAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,248 | 312 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $221,039 | 312 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $220,591 | 564 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $206,666 | 564 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||