Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,295,924
+$848,541 QoQ
Shares Held
2,156
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,771
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, 2026VICTORY FINANCIAL GROUP, LLC holds $3,951,177 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,156 | $2,295,924 | |
| 2 | PCAR |
Paccar Inc
|
13,780 | $1,655,253 |
All Filings in CAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,295,924 | 2,156 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,447,383 | 2,043 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $810,611 | 1,415 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $654,172 | 1,371 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $605,995 | 1,561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $239,105 | 725 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||