Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$154,410
+$35,389 QoQ
Shares Held
145
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,878
of 4,045 holders
Holding Since
Sep 2025
4 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, 2026Joseph Group Capital Management holds $211,294 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.1% of the industry book) .
All Filings in CAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,410 | 145 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $119,021 | 168 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $68,171 | 119 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $32,446 | 68 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||