Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$440,868
+$153,234 QoQ
Shares Held
414
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,201
of 4,045 holders
Holding Since
Mar 2023
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, 2026Cape Investment Advisory, Inc. holds $1,002,919 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (44.0% of the industry book) .
All Filings in CAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,868 | 414 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $287,634 | 406 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $289,298 | 505 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $65,369 | 137 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $175,470 | 452 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $147,750 | 448 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $170,859 | 471 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $173,266 | 443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $147,563 | 443 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $162,328 | 443 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $130,981 | 443 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $149,058 | 546 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $134,097 | 545 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $124,031 | 542 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||