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NFSG Corp

Position in CAT — Caterpillar Inc

CIK 1879757 BOCA RATON, FL

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,409,927
+$456,340 QoQ
Shares Held
1,324
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,197
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, 2026

NFSG Corp holds $1,636,877 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
1,324 $1,409,927

All Filings in CAT

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,409,927 1,324
2026-03-31 $953,587 1,346
2025-12-31 $327,681 572
2025-09-30 $320,644 672
2025-06-30 $1,795,859 4,626
2025-03-31 $1,428,034 4,330
2024-12-31 $1,592,879 4,391
2024-09-30 $1,510,896 3,863
2024-06-30 $1,109,223 3,330
2024-03-31 $824,467 2,250
2023-12-31 $574,191 1,942
2023-09-30 $390,117 1,429
2023-06-30 $279,266 1,135
2023-03-31 $241,883 1,057
2022-12-31 $411,564 1,718
2022-09-30 $319,956 1,950
2022-06-30 $150,694 843
2022-03-31 $197,641 887
2021-12-31 $166,218 804
2021-09-30 $132,267 689
2021-06-30 $154,952 712
2021-03-31 $131,702 568
2020-12-31 $87,005 478
2020-09-30 $70,995 476