Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,216,591
+$4,761,812 QoQ
Shares Held
10,533
+15.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#791
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $14,866,772 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.4% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,216,591 | 10,533 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,454,779 | 9,111 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,149,528 | 8,989 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,325,841 | 9,066 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,608,023 | 9,294 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,480,049 | 10,552 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,666,778 | 10,108 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $4,026,580 | 10,295 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,809,964 | 14,440 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,096,308 | 13,908 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,657,393 | 15,752 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,728,633 | 17,321 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,359,812 | 13,655 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,911,073 | 12,721 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,999,607 | 8,347 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,537,757 | 9,372 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,624,749 | 9,089 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,509,605 | 6,775 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,378,128 | 6,666 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,275,640 | 6,645 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,407,432 | 15,657 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,442,573 | 14,847 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $982,179 | 5,396 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $805,260 | 5,399 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $697,900 | 5,517 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $387,341 | 3,338 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||