Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,133,235
-$3,638,466 QoQ
Shares Held
15,150
-45.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#647
of 4,045 holders
Holding Since
Jun 2025
5 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, 2026Aventail Capital Group, LP holds $23,237,011 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
15,150 | $16,133,235 | |
| 2 | PCAR |
Paccar Inc
|
59,139 | $7,103,776 |
All Filings in CAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,133,235 | 15,150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,771,701 | 27,908 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,651,307 | 65,724 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,195,957 | 44,422 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,124,603 | 33,808 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||