Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$69,712,613
+$32,130,227 QoQ
Shares Held
65,464
+23.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#282
of 4,050 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $76,213,523 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.5% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,712,613 | 65,464 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $37,582,386 | 53,048 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $30,147,856 | 52,626 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $22,536,271 | 47,231 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $7,165,580 | 18,458 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $8,853,151 | 26,844 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $7,784,829 | 21,460 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||