Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,609,063
+$527,954 QoQ
Shares Held
1,511
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#2,085
of 4,045 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Hickory Point Bank & Trust holds $2,531,328 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.6% of the industry book) .
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,063 | 1,511 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $1,081,109 | 1,526 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $1,543,884 | 2,695 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,285,919 | 2,695 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,048,167 | 2,700 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $890,460 | 2,700 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $963,127 | 2,655 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||