Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,804,769
+$2,550,813 QoQ
Shares Held
5,451
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,143
of 4,045 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $8,084,852 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.8% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,804,769 | 5,451 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,253,956 | 4,593 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,740,037 | 4,783 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,204,910 | 4,621 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,762,861 | 4,541 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,491,355 | 4,522 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,657,813 | 4,570 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,265,664 | 3,236 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,061,922 | 3,188 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,168,178 | 3,188 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $932,247 | 3,153 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $887,523 | 3,251 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $796,709 | 3,238 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $739,839 | 3,233 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $769,466 | 3,212 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $525,548 | 3,203 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||