Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$57,504
+$18,539 QoQ
Shares Held
54
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,939
of 4,031 holders
Holding Since
Dec 2023
11 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, 2026Frazier Financial Advisors, LLC holds $242,106 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (23.8% 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 | $57,504 | 54 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $38,965 | 55 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $27,497 | 48 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,157 | 15 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $181,294 | 467 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $154,016 | 467 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $169,408 | 467 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $186,564 | 477 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $169,547 | 509 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $181,382 | 495 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $141,034 | 477 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||