Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,390,464
+$2,167,334 QoQ
Shares Held
6,001
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,089
of 4,045 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $12,748,168 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.1% of the industry book) .
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,390,464 | 6,001 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,223,130 | 5,961 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,088,342 | 5,391 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,256,919 | 4,730 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,655,715 | 4,265 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,757,504 | 5,329 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,882,724 | 5,190 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,491,230 | 11,483 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,818,325 | 11,463 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||