Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,612,081
+$1,821,458 QoQ
Shares Held
4,331
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,291
of 4,045 holders
Holding Since
Mar 2020
13 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, 2026AlphaCore Capital LLC holds $8,413,041 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.8% of the industry book) .
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,612,081 | 4,331 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,790,623 | 3,939 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,605,985 | 4,549 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,357,014 | 2,844 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,007,793 | 2,596 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $598,916 | 1,816 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $371,466 | 1,024 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $401,289 | 1,026 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $361,080 | 1,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $319,526 | 872 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $243,927 | 825 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $225,225 | 825 | Shares | Sole | 2023-11-13 | |
| 2020-03-31 | $98,750 | 851 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||