Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$33,011
+$21,676 QoQ
Shares Held
31
+93.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,979
of 4,045 holders
Holding Since
Mar 2026
2 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, 2026Matrix Trust Co holds $33,011 across 1 Farm & Heavy Construction Machinery name. CAT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
31 | $33,011 |
All Filings in CAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,011 | 31 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $11,335 | 16 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||