Position in CAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$41,531
+$16,735 QoQ
Shares Held
39
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,967
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, 2026DecisionPoint Financial, LLC holds $60,156 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.0% 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 | $41,531 | 39 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $24,796 | 35 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,050 | 35 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,543 | 20 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,764 | 20 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,947 | 15 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,441 | 15 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,778 | 25 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,327 | 25 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,160 | 25 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,391 | 25 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,825 | 25 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,151 | 25 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $5,721 | 25 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $5,989 | 25 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||