Position in CAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,277,762
+$1,449,227 QoQ
Shares Held
3,078
+19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,503
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 16%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Belpointe Asset Management LLC holds $7,999,306 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (41.0% of the industry book) .
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,277,762 | 3,078 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $1,828,535 | 2,581 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $1,929,999 | 3,369 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,333,157 | 2,794 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $937,915 | 2,416 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $734,464 | 2,227 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,335,682 | 3,682 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,171,013 | 2,994 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,178,174 | 3,537 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,270,412 | 3,467 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $850,938 | 2,878 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $848,757 | 3,109 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $391,219 | 1,590 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,527,278 | 6,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,610,801 | 6,724 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $703,903 | 4,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $774,388 | 4,332 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,983,320 | 8,901 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,849,496 | 8,946 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,215,746 | 6,333 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,152,350 | 5,295 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,311,920 | 5,658 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,310,726 | 7,201 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $814,209 | 5,459 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $426,811 | 3,374 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $926,811 | 7,987 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||