Position in CAT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,923,468
+$405,936 QoQ
Shares Held
2,715
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 35%
Shared 65%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026First Command Advisory Services, Inc. holds $2,362,899 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.4% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,923,468 | 2,715 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,517,532 | 2,649 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,361,308 | 2,853 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,132,020 | 2,916 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $834,064 | 2,529 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $954,421 | 2,631 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,075,188 | 2,749 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $922,687 | 2,770 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,020,873 | 2,786 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $854,781 | 2,891 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $768,768 | 2,816 | Shares | Sole | 2023-11-08 | |
| 2022-09-30 | $8,204 | 50 | Shares | Sole | 2022-10-24 | |
| 2020-06-30 | $2,530 | 20 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||