Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,697,808
+$4,574,969 QoQ
Shares Held
12,863
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#721
of 4,045 holders
Holding Since
Dec 2022
13 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, 2026FourThought Financial Partners, LLC holds $14,774,599 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.7% of the industry book) .
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,697,808 | 12,863 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,122,839 | 12,877 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,592,246 | 13,253 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,341,800 | 13,291 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,127,089 | 13,207 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,353,689 | 13,201 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,807,658 | 13,253 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $4,850,433 | 13,237 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,908,757 | 13,220 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,604,692 | 13,204 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,222,516 | 13,097 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,996,888 | 13,096 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,137,038 | 13,095 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||