Position in CAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$425,960
+$142,576 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,225
of 4,031 holders
Holding Since
Jun 2025
4 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, 2026AGP FRANKLIN, LLC holds $1,114,208 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
1,085 | $688,248 | |
| 2 | CAT |
Caterpillar Inc
This page
|
400 | $425,960 |
All Filings in CAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,960 | 400 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $283,384 | 400 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $229,148 | 400 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $423,148 | 1,090 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||