Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,526,001
-$509,404 QoQ
Shares Held
1,433
-50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#2,132
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, 2026Chancellor Financial Group WB LP holds $3,092,249 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (49.3% 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 | $1,526,001 | 1,433 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,035,405 | 2,873 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,644,709 | 2,871 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,368,466 | 2,868 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,111,833 | 2,864 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $942,898 | 2,859 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,035,679 | 2,855 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||