Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$17,037
-$5,688,895 QoQ
Shares Held
16
-99.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,985
of 4,031 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Ascentis Independent Advisors holds $69,827 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (24.4% of the industry book) .
All Filings in CAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,037 | 16 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,705,932 | 8,054 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,591,091 | 4,523 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,277,436 | 4,773 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,564,098 | 4,029 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,752,557 | 5,314 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,309,926 | 3,611 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,176,097 | 3,007 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,168,847 | 3,509 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $682,110 | 2,307 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $528,801 | 1,937 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $482,011 | 1,959 | Shares | Sole | 2023-07-19 | |
| 2021-06-30 | $461,157 | 2,119 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $639,729 | 2,759 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $238,992 | 1,313 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||