Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,319,945
+$3,798,571 QoQ
Shares Held
9,691
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#848
of 4,031 holders
Holding Since
Sep 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, 2026Envestnet Portfolio Solutions, Inc. holds $12,790,410 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.7% 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 | $10,319,945 | 9,691 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,521,374 | 9,205 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,674,508 | 11,651 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,297,212 | 9,006 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,530,769 | 9,095 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,952,982 | 11,986 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,339,464 | 14,719 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,671,724 | 17,058 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,152,357 | 18,470 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,066,223 | 22,013 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $10,085,895 | 34,112 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,802,885 | 32,245 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||