Position in CAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$154,410
+$24,054 QoQ
Shares Held
145
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,864
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)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $329,368 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (46.9% 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 | $154,410 | 145 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $130,356 | 184 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $95,096 | 166 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $94,475 | 198 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $72,595 | 187 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $89,375 | 271 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $136,035 | 375 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $181,870 | 465 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $123,913 | 372 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $131,914 | 360 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $122,111 | 413 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||