Position in CAT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,659,921
+$365,235 QoQ
Shares Held
2,343
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bank of Jackson Hole Trust holds $2,642,892 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.8% of the industry book) .
All Filings in CAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,659,921 | 2,343 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,294,686 | 2,260 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,058,318 | 2,218 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $785,348 | 2,023 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $553,404 | 1,678 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $608,711 | 1,678 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||