Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,399,219
+$191,658 QoQ
Shares Held
2,253
-27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,739
of 4,045 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $4,006,768 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (59.9% of the industry book) .
All Filings in CAT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,399,219 | 2,253 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,207,561 | 3,116 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,108,161 | 3,680 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,748,754 | 3,665 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,418,519 | 3,654 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,299,741 | 3,941 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,792,759 | 4,942 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,862,904 | 4,763 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $1,544,917 | 4,638 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $644,183 | 1,758 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $490,220 | 1,658 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $453,726 | 1,662 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $417,546 | 1,697 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $387,197 | 1,692 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $357,183 | 1,491 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $242,346 | 1,477 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $264,028 | 1,477 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $328,882 | 1,476 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $301,426 | 1,458 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $279,892 | 1,458 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $317,304 | 1,458 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $337,834 | 1,457 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $274,304 | 1,507 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $224,769 | 1,507 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||