Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,031,295
+$6,523,367 QoQ
Shares Held
10,359
+62.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#799
of 4,031 holders
Holding Since
Dec 2021
14 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, 2026Ascent Group, LLC holds $14,316,795 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.1% of the industry book) .
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,031,295 | 10,359 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,507,928 | 6,363 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,261,005 | 7,438 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $2,927,788 | 6,136 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $1,265,562 | 3,260 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,473,213 | 4,467 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $594,562 | 1,639 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $445,094 | 1,138 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $317,444 | 953 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $292,777 | 799 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $261,076 | 883 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $247,944 | 1,035 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $157,516 | 960 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $202,398 | 979 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||