Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,921,079
+$682,691 QoQ
Shares Held
1,804
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,930
of 4,031 holders
Holding Since
Dec 2025
3 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, 2026SmartHarvest Portfolios, LLC holds $2,865,210 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.0% of the industry book) .
All Filings in CAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921,079 | 1,804 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,238,388 | 1,748 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,163,498 | 2,031 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||