Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$913,684
+$263,318 QoQ
Shares Held
858
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,576
of 4,045 holders
Holding Since
Dec 2021
19 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, 2026Fortitude Advisory Group L.L.C. holds $5,118,038 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (17.9% of the industry book) .
All Filings in CAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,684 | 858 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $650,366 | 918 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $492,668 | 860 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $417,983 | 876 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $272,911 | 703 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $228,551 | 693 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $268,805 | 741 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $273,001 | 698 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $274,141 | 823 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $347,375 | 948 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $285,617 | 966 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $263,718 | 966 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $228,826 | 930 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $408,250 | 1,784 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $420,188 | 1,754 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $267,450 | 1,630 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $260,453 | 1,457 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $336,458 | 1,510 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $312,177 | 1,510 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||