Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,710,886
+$17,502,323 QoQ
Shares Held
25,083
+93.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#487
of 4,045 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $28,952,705 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.3% of the industry book) .
All Filings in CAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,710,886 | 25,083 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,208,563 | 12,998 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,717,704 | 13,472 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,244,355 | 10,991 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,433,358 | 11,420 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $7,556,047 | 22,911 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,598,241 | 18,189 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,438,617 | 16,462 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,108,720 | 18,339 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,603,068 | 18,020 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,527,254 | 18,694 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,930,926 | 18,062 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,648,236 | 10,763 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,068,546 | 17,779 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,195,903 | 30,038 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,975,426 | 18,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,336,376 | 18,664 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,175,869 | 18,741 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,007,448 | 19,384 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||