Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,599,244
+$1,837,322 QoQ
Shares Held
5,258
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,155
of 4,031 holders
Holding Since
Jun 2022
16 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, 2026Everhart Financial Group, Inc. holds $7,227,666 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.5% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,599,244 | 5,258 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,761,922 | 5,310 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,609,422 | 4,555 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,900,965 | 3,984 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,305,550 | 3,363 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,311,284 | 3,976 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,455,393 | 4,012 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,508,158 | 3,856 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,134,538 | 3,406 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,021,973 | 2,789 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $495,542 | 1,676 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $467,376 | 1,712 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $368,582 | 1,498 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $318,774 | 1,393 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $247,465 | 1,033 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $255,269 | 1,428 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||