Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$310,950
+$101,955 QoQ
Shares Held
292
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,491
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Dunhill Financial, LLC holds $607,482 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (51.2% of the industry book) .
All Filings in CAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,950 | 292 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $208,995 | 295 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $168,996 | 295 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $135,987 | 285 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $71,430 | 184 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $61,013 | 185 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $74,365 | 205 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,099 | 169 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $38,306 | 115 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $38,475 | 105 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $28,975 | 98 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||