Position in CAT
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$1,851,861
-$1,908,644 QoQ
Shares Held
1,739
-67.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,963
of 4,031 holders
Holding Since
Dec 2021
17 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, 2026WEST MICHIGAN ADVISORS, LLC holds $2,525,598 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.3% of the industry book) .
All Filings in CAT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,851,861 | 1,739 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $3,760,505 | 5,308 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,119,960 | 1,955 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,050,207 | 2,201 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $983,724 | 2,534 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $748,975 | 2,271 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $845,230 | 2,330 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $786,151 | 2,010 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $524,299 | 1,574 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $600,945 | 1,640 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $449,122 | 1,519 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $232,050 | 850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $212,833 | 865 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $204,105 | 852 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $365,027 | 2,042 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $237,080 | 1,064 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $256,977 | 1,243 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||