Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,816,719
+$608,087 QoQ
Shares Held
1,706
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#364
of 836 holders
Holding Since
Dec 2022
15 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, 2026Kohmann Bosshard Financial Services, LLC holds $2,886,211 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.9% of the industry book) .
All Filings in CAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816,719 | 1,706 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,208,632 | 1,706 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $977,314 | 1,706 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $814,017 | 1,706 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $614,148 | 1,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $521,743 | 1,582 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $574,611 | 1,584 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $618,751 | 1,582 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $586,922 | 1,762 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $645,649 | 1,762 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $465,680 | 1,575 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $450,450 | 1,650 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $405,982 | 1,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $217,398 | 950 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $209,615 | 875 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||