Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$54,309
-$3,076 QoQ
Shares Held
51
-37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,944
of 4,031 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Mascoma Wealth Management LLC holds $182,101 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (29.8% of the industry book) .
All Filings in CAT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,309 | 51 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $57,385 | 81 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,402 | 81 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $35,786 | 75 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $29,115 | 75 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $24,735 | 75 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $27,207 | 75 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $29,334 | 75 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $24,982 | 75 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $56,796 | 155 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $45,828 | 155 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $42,315 | 155 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $38,137 | 155 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $35,470 | 155 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $37,131 | 155 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $25,432 | 155 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $27,707 | 155 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $34,537 | 155 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $32,044 | 155 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $77,747 | 405 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $117,094 | 505 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||