Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,642,733
+$8,764,037 QoQ
Shares Held
25,019
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.94%
of 13F equity value
Holder Rank
#489
of 4,045 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $26,658,635 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.9% of the industry book) .
All Filings in CAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,642,733 | 25,019 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,878,696 | 25,236 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $14,577,250 | 25,446 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $11,934,475 | 25,012 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,236,292 | 23,792 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,139,180 | 21,647 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,738,759 | 21,333 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,220,560 | 21,018 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,773,255 | 20,334 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,957,039 | 18,986 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,250,212 | 17,757 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,602,507 | 16,859 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,634,404 | 14,771 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,123,894 | 13,651 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,213,936 | 13,416 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||