Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,072,177
+$1,334,688 QoQ
Shares Held
3,824
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,371
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, 2026Continuum Advisory, LLC holds $4,287,030 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (95.0% 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 | $4,072,177 | 3,824 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,737,489 | 3,864 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,820,580 | 3,178 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,243,930 | 2,607 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $668,885 | 1,723 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $446,219 | 1,353 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $523,462 | 1,443 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $454,481 | 1,162 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $345,757 | 1,038 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $371,560 | 1,014 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,288,825 | 4,359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,330,329 | 4,873 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,153,236 | 4,687 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $1,076,692 | 4,705 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $1,176,958 | 4,913 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $1,378,436 | 8,401 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $878,962 | 4,917 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $1,124,349 | 5,046 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $312,384 | 1,511 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $289,298 | 1,507 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $325,792 | 1,497 | Shares | Sole | 2023-12-13 | |
| 2021-03-31 | $311,865 | 1,345 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $263,746 | 1,449 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $218,057 | 1,462 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||