Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$351,417
+$117,626 QoQ
Shares Held
330
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,386
of 4,045 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FIDUCIENT ADVISORS LLC holds $44,306,808 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
365,929 | $43,955,391 | |
| 2 | CAT |
Caterpillar Inc
This page
|
330 | $351,417 |
All Filings in CAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,417 | 330 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $233,791 | 330 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $204,514 | 357 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $1,529,396 | 4,216 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $907,647 | 2,477 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $715,521 | 2,420 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||