Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,622
+$8,911 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,983
of 4,045 holders
Holding Since
Jun 2024
9 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, 2026SWAN Capital LLC holds $29,144 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
25 | $26,622 | |
| 2 | PCAR |
Paccar Inc
|
21 | $2,522 |
All Filings in CAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,622 | 25 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,711 | 25 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $41,819 | 73 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,831 | 73 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,162 | 88 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,075 | 73 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $26,481 | 73 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $28,551 | 73 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,316 | 73 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||