Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,090,163
+$2,022,895 QoQ
Shares Held
5,719
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,113
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, 2026AM INVESTMENT STRATEGIES LLC holds $6,416,550 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (94.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
5,719 | $6,090,163 | |
| 2 | ASTE |
Astec Industries Inc
|
5,334 | $326,387 |
All Filings in CAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,090,163 | 5,719 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,067,268 | 5,741 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,288,846 | 5,741 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,716,892 | 5,694 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,082,746 | 5,365 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,460,684 | 4,429 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,590,339 | 4,384 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,714,670 | 4,384 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,459,977 | 4,383 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,606,062 | 4,383 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,295,921 | 4,383 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,250,886 | 4,582 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,127,401 | 4,582 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,025,660 | 4,482 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,073,468 | 4,481 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $736,391 | 4,488 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $802,096 | 4,487 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $999,793 | 4,487 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $911,309 | 4,408 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $883,062 | 4,600 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $984,775 | 4,525 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,046,197 | 4,512 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $821,274 | 4,512 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||