Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,774,123
+$582,494 QoQ
Shares Held
1,666
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,004
of 4,031 holders
Holding Since
Mar 2020
16 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, 2026Ellevest, Inc. holds $3,164,331 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.1% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,774,123 | 1,666 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,191,629 | 1,682 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $952,109 | 1,662 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $660,852 | 1,385 | Shares | Sole | 2025-11-14 | |
| 2023-03-31 | $84,899 | 371 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $80,252 | 335 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $30,518 | 186 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $62,208 | 348 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $56,373 | 253 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $54,579 | 264 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $47,608 | 248 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $58,760 | 270 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $54,025 | 233 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $62,068 | 341 | Shares | Sole | 2021-02-04 | |
| 2020-06-30 | $70,207 | 555 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $132,865 | 1,145 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||