Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,125,540
+$711,454 QoQ
Shares Held
1,996
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,843
of 4,045 holders
Holding Since
Dec 2020
23 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, 2026Lester Murray Antman dba SimplyRich holds $4,326,979 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
18,327 | $2,201,439 | |
| 2 | CAT |
Caterpillar Inc
This page
|
1,996 | $2,125,540 |
All Filings in CAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,125,540 | 1,996 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,414,086 | 1,996 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,143,448 | 1,996 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $952,391 | 1,996 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $774,867 | 1,996 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $658,280 | 1,996 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $724,068 | 1,996 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $780,675 | 1,996 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $664,867 | 1,996 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $731,394 | 1,996 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $590,157 | 1,996 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $544,908 | 1,996 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $491,115 | 1,996 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $456,764 | 1,996 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $478,161 | 1,996 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $338,004 | 2,060 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $378,256 | 2,116 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $510,703 | 2,292 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,275,585 | 6,170 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,193,477 | 6,217 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $1,426,129 | 6,553 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,505,531 | 6,493 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $383,516 | 2,107 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||