Position in CAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,377,745
+$1,807,816 QoQ
Shares Held
5,050
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,189
of 4,045 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $6,718,182 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.0% 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 | $5,377,745 | 5,050 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,569,929 | 5,039 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,803,625 | 4,894 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,238,310 | 4,691 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,799,741 | 4,636 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,566,220 | 4,749 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,691,912 | 4,664 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,808,147 | 4,623 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,449,318 | 4,351 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,587,374 | 4,332 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,269,902 | 4,295 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,155,336 | 4,232 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $952,951 | 3,873 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $819,018 | 3,579 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $804,202 | 3,357 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||