Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,579,070
+$1,514,273 QoQ
Shares Held
4,300
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#1,294
of 4,031 holders
Holding Since
Sep 2024
7 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, 2026Great Diamond Partners, LLC holds $5,968,194 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.7% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,579,070 | 4,300 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,064,797 | 4,326 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $524,176 | 915 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $441,840 | 926 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $361,035 | 930 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $203,871 | 562 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $206,902 | 529 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||