Position in CAT
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$3,972,077
+$1,397,534 QoQ
Shares Held
3,730
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,380
of 4,045 holders
Holding Since
Mar 2020
26 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, 2026Rehmann Capital Advisory Group holds $5,913,524 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.2% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,972,077 | 3,730 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $2,574,543 | 3,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,535,522 | 4,426 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $1,740,643 | 3,648 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,414,249 | 3,643 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,182,333 | 3,585 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,310,651 | 3,613 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,443,623 | 3,691 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,224,475 | 3,676 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,325,743 | 3,618 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,023,609 | 3,462 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $959,049 | 3,513 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $884,303 | 3,594 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $826,112 | 3,610 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $901,224 | 3,762 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $558,528 | 3,404 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $595,449 | 3,331 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $824,879 | 3,702 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $757,908 | 3,666 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $683,413 | 3,560 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $741,465 | 3,407 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $805,748 | 3,475 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $518,392 | 2,848 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $414,487 | 2,779 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $330,797 | 2,615 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $296,946 | 2,559 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||