Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$257,705
+$99,719 QoQ
Shares Held
242
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#3,646
of 4,031 holders
Holding Since
Mar 2025
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 Jun 30, 2026Hughes Financial Services, LLC holds $308,528 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.5% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,705 | 242 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $157,986 | 223 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $125,458 | 219 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $106,404 | 223 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $86,182 | 222 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $73,215 | 222 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||