Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$49,152,588
+$20,295,596 QoQ
Shares Held
46,157
+13.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#342
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Mar 31, 2024CallValue
$36,643
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $65,203,632 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.4% 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 | $49,152,588 | 46,157 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,856,992 | 40,732 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $21,620,686 | 37,741 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,119,980 | 23,305 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,943,193 | 23,037 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,189,310 | 21,799 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,339,981 | 25,747 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,536,585 | 21,826 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,522,764 | 19,582 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $36,643 | 100 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $5,674,168 | 15,485 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,875,302 | 16,489 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||