Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,549,429
+$693,610 QoQ
Shares Held
1,455
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,112
of 4,031 holders
Holding Since
Dec 2020
11 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, 2026Interchange Capital Partners, LLC holds $2,201,738 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.4% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,429 | 1,455 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $855,819 | 1,208 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,343,380 | 2,345 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $759,145 | 1,591 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $510,884 | 1,316 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $446,549 | 1,354 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $412,458 | 1,137 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $395,031 | 1,010 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $310,782 | 933 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $233,415 | 637 | Shares | Sole | 2024-05-08 | |
| 2020-12-31 | $153,806 | 845 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||