Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,471,691
+$511,020 QoQ
Shares Held
1,382
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,157
of 4,031 holders
Holding Since
Jun 2023
13 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, 2026First Pacific Financial holds $2,533,999 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.1% 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 | $1,471,691 | 1,382 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $960,671 | 1,356 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $777,957 | 1,358 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $646,061 | 1,354 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $523,695 | 1,349 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $431,378 | 1,308 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $508,589 | 1,402 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $240,147 | 614 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $121,248 | 364 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $55,697 | 152 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $44,054 | 149 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $40,677 | 149 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $36,661 | 149 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||