Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$210,850
New position
Shares Held
198
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,818
of 4,045 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Alpha Financial Partners LLC holds $437,156 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
1,884 | $226,306 | |
| 2 | CAT |
Caterpillar Inc
This page
|
198 | $210,850 |
All Filings in CAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,850 | 198 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||