Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$628,297
+$247,854 QoQ
Shares Held
596
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,887
of 4,045 holders
Holding Since
Jun 2022
17 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, 2026Coston, McIsaac & Partners holds $802,550 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.3% of the industry book) .
All Filings in CAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,297 | 596 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $380,443 | 537 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $262,374 | 458 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $165,571 | 347 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $118,015 | 304 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $99,269 | 301 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $111,004 | 306 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $131,025 | 335 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $110,256 | 331 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $113,593 | 310 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $96,092 | 325 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $83,811 | 307 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,128 | 94 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $21,510 | 94 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $22,279 | 93 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,259 | 93 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $16,624 | 93 | Shares | Sole | 2022-09-21 | |
| No filing history on record for this holder in this stock. | ||||||