Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$331,183
+$88,182 QoQ
Shares Held
311
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,445
of 4,051 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $405,465 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.7% of the industry book) .
All Filings in CAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,183 | 311 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $243,001 | 343 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $163,267 | 285 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $147,916 | 310 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $87,347 | 225 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $141,484 | 429 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $76,905 | 212 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $80,570 | 206 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $74,947 | 225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $89,042 | 243 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $84,857 | 287 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $83,811 | 307 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $77,259 | 314 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $82,408 | 344 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||