Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$219,369
-$122,108 QoQ
Shares Held
206
-57.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,655
of 1,774 holders
Holding Since
Sep 2024
6 quarters on record
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Clayton Financial Group LLC holds $374,278 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
206 | $219,369 | |
| 2 | TWI |
Titan International Inc
|
20,092 | $154,909 |
All Filings in CAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,369 | 206 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $341,477 | 482 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $296,173 | 517 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $114,516 | 240 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $202,827 | 615 | Shares | Sole | 2025-04-18 | |
| 2024-09-30 | $205,338 | 525 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||