Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$238,537
+$79,842 QoQ
Shares Held
224
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,707
of 4,031 holders
Holding Since
Mar 2023
12 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, 2026BFSG, LLC holds $2,317,440 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (10.3% of the industry book) .
All Filings in CAT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,537 | 224 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $158,695 | 224 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $127,750 | 223 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $116,901 | 245 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $112,580 | 290 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $97,620 | 296 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $109,916 | 303 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $123,985 | 317 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $91,602 | 275 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $247,706 | 676 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $81,309 | 275 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $869,363 | 3,799 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||