Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$36,911,563
+$12,932,318 QoQ
Shares Held
34,662
+2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#421
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, 2026Turtle Creek Wealth Advisors, LLC holds $40,636,016 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.8% of the industry book) .
All Filings in CAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,911,563 | 34,662 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,979,245 | 33,847 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $18,925,906 | 33,037 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,590,292 | 30,578 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,312,439 | 29,140 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,556,661 | 25,945 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,362,214 | 20,295 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,866,987 | 20,114 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,603,041 | 19,823 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,286,106 | 17,155 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,691,100 | 15,866 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||