Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,347,927
+$1,773,747 QoQ
Shares Held
5,022
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#170
of 836 holders
Holding Since
Dec 2020
20 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, 2026ISTHMUS PARTNERS, LLC holds $17,419,562 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (30.7% of the industry book) .
All Filings in CAT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,347,927 | 5,022 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,574,180 | 5,045 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,951,426 | 5,152 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $1,885,924 | 4,858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $513,498 | 1,557 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $564,817 | 1,557 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $432,969 | 1,107 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $418,706 | 1,257 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $460,602 | 1,257 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $401,224 | 1,357 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $343,161 | 1,257 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $309,284 | 1,257 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $287,651 | 1,257 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $265,192 | 1,107 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $247,775 | 1,112 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $228,861 | 1,107 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $212,510 | 1,107 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $240,916 | 1,107 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $256,680 | 1,107 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $201,496 | 1,107 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||