Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$55,374
+$24,912 QoQ
Shares Held
52
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,941
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Aspect Partners, LLC holds $81,368 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.1% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,374 | 52 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $30,462 | 43 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $24,060 | 42 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,131 | 38 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $15,140 | 39 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $21,436 | 65 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $26,843 | 74 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $25,813 | 66 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $24,981 | 75 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $31,146 | 85 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $25,131 | 85 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||