Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,050,997
+$809,067 QoQ
Shares Held
1,926
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,871
of 4,045 holders
Holding Since
Mar 2020
25 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $3,535,708 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.0% of the industry book) .
All Filings in CAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,050,997 | 1,926 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,241,930 | 1,753 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,026,010 | 1,791 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,527,834 | 3,202 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,339,324 | 3,450 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,261,155 | 3,824 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,315,730 | 3,627 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,317,683 | 3,369 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,084,906 | 3,257 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,065,944 | 2,909 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $896,767 | 3,033 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,278,732 | 4,684 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $894,391 | 3,635 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $851,513 | 3,721 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,027,951 | 4,291 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $741,313 | 4,518 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $637,815 | 3,568 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $758,033 | 3,402 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $659,087 | 3,188 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $485,492 | 2,529 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $504,901 | 2,320 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $467,449 | 2,016 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $371,138 | 2,039 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $209,257 | 1,403 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $252,387 | 2,175 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||