Position in CAT
as of Jun 30, 2026
· filed Aug 25, 2026
Position Value
$59,464,015
+$21,051,314 QoQ
Shares Held
55,840
+3.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#314
of 4,051 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$212,980
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Groupe la Francaise holds $70,981,529 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.8% of the industry book) .
All Filings in CAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,980 | 200 | Put | Defined | 2026-08-25 | |
| 2026-06-30 | $59,464,015 | 55,840 | Shares | Defined | 2026-08-25 | |
| 2026-03-31 | $38,412,701 | 54,220 | Shares | Defined | 2026-05-21 | |
| 2025-12-31 | $18,924,759 | 33,035 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $286,435 | 500 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $8,186,462 | 17,157 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $238,575 | 500 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $10,577,169 | 27,246 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $329,800 | 1,000 | Put | Defined | 2025-05-14 | |
| 2025-03-31 | $5,266,245 | 15,968 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,413,104 | 14,922 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||