Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,713,424
+$525,337 QoQ
Shares Held
1,609
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,033
of 4,030 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $3,047,419 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,609 | $1,713,424 | |
| 2 | DE |
Deere & Co
|
2,103 | $1,333,995 |
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,713,424 | 1,609 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,188,087 | 1,677 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $831,807 | 1,452 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $357,385 | 749 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $326,484 | 841 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $241,083 | 731 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $270,618 | 746 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $285,126 | 729 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $332,100 | 997 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $376,323 | 1,027 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $211,995 | 717 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $193,284 | 708 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||