Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$62,829
-$36,355 QoQ
Shares Held
59
-57.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,935
of 4,031 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026American Capital Advisory, LLC holds $79,037 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.5% of the industry book) .
All Filings in CAT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,829 | 59 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $99,184 | 140 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $77,337 | 135 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $387,445 | 812 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,434 | 14 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,957 | 12 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,176 | 6 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,346 | 6 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,998 | 6 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $1,774 | 6 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||