Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$39,425,792
+$11,779,558 QoQ
Shares Held
37,023
-5.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#405
of 4,031 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$212,980
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $50,440,612 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.2% of the industry book) .
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,425,792 | 37,023 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $212,980 | 200 | Put | Sole | 2026-07-28 | |
| 2026-03-31 | $27,646,234 | 39,023 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $23,670,988 | 41,320 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $20,626,717 | 43,229 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $18,891,851 | 48,664 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,523,026 | 47,068 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,410,899 | 45,239 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,704,750 | 32,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,756,363 | 41,298 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,508,113 | 28,677 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,719,855 | 32,874 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,303,295 | 30,415 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,908,591 | 28,078 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,800,865 | 25,349 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,249,401 | 26,087 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,803,606 | 29,276 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,141,137 | 28,760 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,371,537 | 28,595 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $5,757,088 | 27,847 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $4,687,907 | 24,420 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $4,808,099 | 22,093 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $4,577,113 | 19,740 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $3,690,637 | 20,276 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $3,031,772 | 20,327 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||