Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,532,391
+$1,314,735 QoQ
Shares Held
1,439
+139.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,132
of 4,051 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Smith Group Asset Management, LLC holds $4,323,784 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLBD |
Blue Bird Corp
|
35,352 | $2,791,393 | |
| 2 | CAT |
Caterpillar Inc
This page
|
1,439 | $1,532,391 |
All Filings in CAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,532,391 | 1,439 | Shares | Sole | 2026-08-03 | |
| 2024-12-31 | $217,656 | 600 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $234,672 | 600 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $3,994,087 | 10,900 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,921,427 | 16,645 | Shares | Sole | 2024-02-12 | |
| 2022-03-31 | $66,846 | 300 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $62,022 | 300 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $57,591 | 300 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||