Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$57,504
+$23,498 QoQ
Shares Held
54
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,952
of 4,045 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $358,697 across 5 Farm & Heavy Construction Machinery names. CAT ranks #3 (16.0% of the industry book) .
All Filings in CAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,504 | 54 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $34,006 | 48 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $27,497 | 48 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,903 | 48 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $18,245 | 47 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,213 | 34 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,333 | 34 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $13,298 | 34 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $12,657 | 38 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $12,458 | 34 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,165 | 31 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $9,555 | 35 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,611 | 35 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $31,351 | 137 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,749 | 24 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,937 | 24 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,290 | 24 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,347 | 24 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,961 | 24 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,607 | 24 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,223 | 24 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,564 | 24 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,368 | 24 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,579 | 24 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||