Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,424,836
+$435,826 QoQ
Shares Held
1,338
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#2,185
of 4,031 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $1,547,028 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.1% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,836 | 1,338 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $989,010 | 1,396 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $842,691 | 1,471 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $676,121 | 1,417 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $569,504 | 1,467 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $483,816 | 1,467 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $532,168 | 1,467 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $642,219 | 1,642 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $81,276 | 244 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $91,241 | 249 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $78,056 | 264 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $70,161 | 257 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $63,234 | 257 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $58,811 | 257 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $52,224 | 218 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $35,769 | 218 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $38,969 | 218 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $48,574 | 218 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $50,237 | 243 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $44,153 | 230 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $50,054 | 230 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $50,547 | 218 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $39,680 | 218 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $32,514 | 218 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $27,577 | 218 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $25,296 | 218 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||