Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,883,631
+$1,588,584 QoQ
Shares Held
4,586
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.49%
of 13F equity value
Holder Rank
#1,248
of 4,031 holders
Holding Since
Mar 2023
14 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, 2026Pinnacle West Asset Management, Inc. holds $7,922,138 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.6% of the industry book) .
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,883,631 | 4,586 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,295,047 | 4,651 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,756,077 | 4,811 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,331,354 | 4,886 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,890,582 | 4,870 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,614,371 | 4,895 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,775,710 | 4,895 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,916,488 | 4,900 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,615,535 | 4,850 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,786,346 | 4,875 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,445,826 | 4,890 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,299,480 | 4,760 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,126,909 | 4,580 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,054,952 | 4,610 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||