Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$245,991
-$180,501 QoQ
Shares Held
231
-61.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,685
of 4,031 holders
Holding Since
Mar 2024
5 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, 2026Northwest & Ethical Investments L.P. holds $24,276,532 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (1.0% of the industry book) .
All Filings in CAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,991 | 231 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $426,492 | 602 | Shares | Sole | 2026-05-14 | |
| 2024-09-30 | $1,438,539 | 3,678 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $739,482 | 2,220 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $813,474 | 2,220 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||