Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,338,520
+$834,460 QoQ
Shares Held
2,196
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,757
of 4,031 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $5,508,202 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (42.5% of the industry book) .
All Filings in CAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,338,520 | 2,196 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,504,060 | 2,123 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,301,560 | 2,272 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $955,731 | 2,003 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $570,280 | 1,469 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $454,794 | 1,379 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $462,881 | 1,276 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $558,910 | 1,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $477,332 | 1,433 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $462,068 | 1,261 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $426,947 | 1,444 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $925,743 | 3,391 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $824,513 | 3,351 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $722,905 | 3,159 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $978,123 | 4,083 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||