Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,942,377
+$672,817 QoQ
Shares Held
1,824
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,925
of 4,045 holders
Holding Since
Mar 2020
17 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, 2026Optas, LLC holds $3,390,627 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (57.3% of the industry book) .
All Filings in CAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942,377 | 1,824 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $1,269,560 | 1,792 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $985,908 | 1,721 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $658,466 | 1,380 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $455,758 | 1,174 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $356,843 | 1,082 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $497,704 | 1,372 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $506,500 | 1,295 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $332,765 | 999 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $342,977 | 936 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $277,633 | 939 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $254,163 | 931 | Shares | Other | 2023-10-31 | |
| 2021-03-31 | $697,232 | 3,007 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,115,053 | 6,126 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,009,292 | 6,767 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $783,794 | 6,196 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $320,270 | 2,760 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||