Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,528,131
+$457,649 QoQ
Shares Held
1,435
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#2,131
of 4,045 holders
Holding Since
Jun 2023
12 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, 2026UNION SAVINGS BANK holds $1,862,959 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.0% of the industry book) .
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,528,131 | 1,435 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,070,482 | 1,511 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $865,605 | 1,511 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $607,935 | 1,566 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $546,478 | 1,657 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $601,093 | 1,657 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $667,250 | 1,706 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $593,250 | 1,781 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $670,199 | 1,829 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $534,570 | 1,808 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $493,584 | 1,808 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $377,440 | 1,534 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||