Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,817,784
+$662,995 QoQ
Shares Held
1,707
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,980
of 4,031 holders
Holding Since
Sep 2020
18 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, 2026Crewe Advisors LLC holds $1,873,389 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.0% of the industry book) .
All Filings in CAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,817,784 | 1,707 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,154,789 | 1,630 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $922,320 | 1,610 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $761,054 | 1,595 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $570,267 | 1,712 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $606,441 | 1,655 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $309,038 | 1,256 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $332,046 | 1,451 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $358,381 | 1,496 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $71,702 | 437 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $69,001 | 386 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $29,189 | 131 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $27,082 | 131 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,951 | 31 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $15,234 | 70 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $24,810 | 107 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $19,476 | 107 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $16,853 | 113 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||