Position in CAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$12,971,544
+$5,149,440 QoQ
Shares Held
12,181
+10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#744
of 4,045 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $117,428,135 across 3 Farm & Heavy Construction Machinery names. CAT ranks #3 (11.0% of the industry book) .
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,971,544 | 12,181 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $7,822,104 | 11,041 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $42,310,455 | 73,857 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $32,847,003 | 68,840 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $25,667,276 | 66,117 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $22,081,756 | 66,955 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $24,764,532 | 68,267 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,289,706 | 72,330 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $26,355,203 | 79,121 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||