Position in CAT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,015,855
+$730,709 QoQ
Shares Held
1,893
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,888
of 4,045 holders
Holding Since
Dec 2020
21 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, 2026Kozak & Associates, Inc. holds $2,951,117 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.3% of the industry book) .
All Filings in CAT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,015,855 | 1,893 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,285,146 | 1,814 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,031,166 | 1,800 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $811,632 | 1,701 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $620,359 | 1,598 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $525,041 | 1,592 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $574,974 | 1,585 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $654,734 | 1,674 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $555,277 | 1,667 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $608,640 | 1,661 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $430,791 | 1,457 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $650,013 | 2,381 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $687,709 | 2,795 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $639,378 | 2,794 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $668,372 | 2,790 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $457,126 | 2,786 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $497,310 | 2,782 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $618,993 | 2,778 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $574,323 | 2,778 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $386,819 | 2,015 | Shares | Sole | 2021-11-16 | |
| 2020-12-31 | $360,217 | 1,979 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||