Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,681,477
+$1,041,738 QoQ
Shares Held
1,579
+74.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,049
of 4,031 holders
Holding Since
Jun 2021
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $2,795,608 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (60.1% of the industry book) .
All Filings in CAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681,477 | 1,579 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $639,739 | 903 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $392,988 | 686 | Shares | Sole | 2026-02-11 | |
| 2021-06-30 | $371,494 | 1,707 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||