Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$319,470
+$106,932 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,461
of 4,031 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $333,884 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
300 | $319,470 | |
| 2 | PCAR |
Paccar Inc
|
120 | $14,414 |
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,470 | 300 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $212,538 | 300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $214,826 | 375 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $180,839 | 379 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $163,436 | 421 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $171,825 | 521 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $169,408 | 467 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,653 | 467 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $259,818 | 780 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $285,815 | 780 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $141,921 | 480 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $214,032 | 784 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $192,903 | 784 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $179,410 | 784 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||