Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,134,000
+$1,074,507 QoQ
Shares Held
2,943
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,536
of 4,031 holders
Holding Since
Jun 2023
13 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, 2026Resonant Capital Advisors, LLC holds $4,284,630 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.1% of the industry book) .
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,134,000 | 2,943 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,059,493 | 2,907 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,475,713 | 2,576 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,221,981 | 2,561 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $960,819 | 2,475 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $595,289 | 1,805 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $662,399 | 1,826 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $688,762 | 1,761 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $562,272 | 1,688 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $587,020 | 1,602 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $391,171 | 1,323 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $345,891 | 1,267 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $259,828 | 1,056 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||