Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,214,992
+$884,505 QoQ
Shares Held
2,080
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,803
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, 2026AMERIFLEX GROUP, INC. holds $2,465,394 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (89.8% 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 | $2,214,992 | 2,080 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,330,487 | 1,878 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $884,511 | 1,544 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,127,028 | 2,362 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $623,465 | 1,606 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,461,673 | 4,432 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,248,982 | 3,443 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||