Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$162,929
+$157,262 QoQ
Shares Held
153
+1812.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,858
of 4,031 holders
Holding Since
Sep 2025
4 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, 2026Westfuller Advisors, LLC holds $686,169 across 4 Farm & Heavy Construction Machinery names. CAT ranks #3 (23.7% of the industry book) .
All Filings in CAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,929 | 153 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,667 | 8 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,874 | 12 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,385 | 5 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||