Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,246,821
+$1,645,356 QoQ
Shares Held
3,988
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,345
of 4,045 holders
Holding Since
Sep 2020
13 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, 2026Kathmere Capital Management, LLC holds $5,602,510 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.8% of the industry book) .
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,246,821 | 3,988 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,601,465 | 3,672 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,979,838 | 3,456 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,547,397 | 3,243 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,150,654 | 2,964 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $632,226 | 1,917 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $733,863 | 2,023 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $601,151 | 1,537 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $433,363 | 1,301 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $352,139 | 961 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $276,747 | 936 | Shares | Sole | 2024-04-16 | |
| 2020-12-31 | $68,803 | 378 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $76,513 | 513 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||