Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$71,347
+$42,302 QoQ
Shares Held
67
+63.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,926
of 4,031 holders
Holding Since
Mar 2025
6 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, 2026Bare Financial Services, Inc holds $137,796 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (51.8% of the industry book) .
All Filings in CAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,347 | 67 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $29,045 | 41 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,331 | 32 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,268 | 32 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,704 | 25 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $989 | 3 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||