Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,203,337
+$420,489 QoQ
Shares Held
1,130
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#2,320
of 4,045 holders
Holding Since
Sep 2023
12 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, 2026Verum Partners LLC holds $2,157,589 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (55.8% of the industry book) .
All Filings in CAT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,203,337 | 1,130 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $782,848 | 1,105 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $604,377 | 1,055 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $500,053 | 1,048 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $411,114 | 1,059 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $340,683 | 1,033 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $314,150 | 866 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $335,189 | 857 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $285,466 | 857 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $314,030 | 857 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $252,502 | 854 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $205,296 | 752 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||