Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$184,227
+$66,623 QoQ
Shares Held
173
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,860
of 4,045 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Millstone Evans Group, LLC holds $376,771 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (48.9% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,227 | 173 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $117,604 | 166 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $95,096 | 166 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $63,938 | 134 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $52,020 | 134 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,576 | 120 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $43,531 | 120 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||