Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$708,158
+$243,409 QoQ
Shares Held
665
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,789
of 4,031 holders
Holding Since
Sep 2024
7 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, 2026RFG Holdings, Inc. holds $1,732,279 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (40.9% of the industry book) .
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,158 | 665 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $464,749 | 656 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $374,656 | 654 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $309,193 | 648 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $246,513 | 635 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $210,400 | 580 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $233,107 | 596 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||