Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,158,257
+$1,645,730 QoQ
Shares Held
6,722
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,029
of 4,031 holders
Holding Since
Dec 2020
23 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, 2026Inspire Advisors, LLC holds $8,433,632 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.9% of the industry book) .
All Filings in CAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,158,257 | 6,722 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,512,527 | 7,781 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,547,442 | 7,938 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,529,478 | 7,397 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,910,798 | 7,498 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,753,830 | 8,350 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,482,366 | 6,843 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,232,997 | 8,266 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,189,133 | 6,572 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,501,251 | 6,826 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $1,924,220 | 6,508 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,719,354 | 6,298 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,548,392 | 6,293 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,511,488 | 6,605 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,723,394 | 7,194 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,200,081 | 7,314 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $1,091,508 | 6,106 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,279,209 | 5,741 | Shares | Defined | 2022-04-21 | |
| 2021-12-31 | $1,153,815 | 5,581 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $993,828 | 5,177 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,059,858 | 4,870 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,102,309 | 4,754 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $867,325 | 4,765 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||