Position in CAT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,846,242
+$2,335,478 QoQ
Shares Held
6,429
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,050
of 4,045 holders
Holding Since
Dec 2022
12 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, 2026Apella Capital, LLC holds $11,996,961 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (57.1% of the industry book) .
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,846,242 | 6,429 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,510,764 | 6,367 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,178,624 | 3,803 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,695,313 | 3,553 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,279,928 | 3,297 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,086,031 | 3,293 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $303,992 | 838 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $309,767 | 792 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $256,820 | 771 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $221,690 | 605 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $208,447 | 705 | Shares | Sole | 2024-01-05 | |
| 2022-12-31 | $200,751 | 838 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||