Position in CAT
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$18,903,039
+$9,858,131 QoQ
Shares Held
17,751
+39.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#592
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$1,000
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $34,322,918 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (55.1% of the industry book) .
All Filings in CAT
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,903,039 | 17,751 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $9,044,908 | 12,767 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,637,844 | 11,587 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,471,956 | 11,468 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,332,035 | 11,159 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,651,875 | 11,073 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,048,038 | 11,159 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,590,184 | 11,736 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,883,279 | 11,658 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,398,259 | 12,003 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,602,738 | 12,185 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,731,364 | 13,668 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,269,512 | 13,288 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,706,948 | 11,829 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,987,073 | 12,469 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,056,414 | 12,533 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,102,575 | 11,762 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,677,405 | 12,016 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $2,205,502 | 10,668 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,000 | 100 | Put | Sole | 2021-12-03 | |
| 2021-09-30 | $1,693,943 | 8,824 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $2,130,162 | 9,788 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,463,099 | 6,310 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,134,530 | 6,233 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $762,753 | 5,114 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $768,108 | 6,072 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,000 | 1,200 | Put | Sole | 2020-05-11 | |
| 2020-03-31 | $775,147 | 6,680 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||