Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,815,654
+$459,662 QoQ
Shares Held
1,705
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,985
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Sunpointe, LLC holds $3,133,010 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.0% 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 | $1,815,654 | 1,705 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,355,992 | 1,914 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $883,938 | 1,543 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $733,856 | 1,538 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,857,973 | 4,786 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,549,730 | 4,699 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,824,320 | 5,029 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $333,625 | 853 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $347,090 | 1,042 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $255,035 | 696 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $209,925 | 710 | Shares | Defined | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||