Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,268,178
+$1,232,773 QoQ
Shares Held
3,069
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,501
of 4,031 holders
Holding Since
Mar 2025
6 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, 2026Brookwood Investment Group LLC holds $5,313,469 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.5% of the industry book) .
All Filings in CAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,268,178 | 3,069 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,035,405 | 2,873 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,812,560 | 3,164 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,529,265 | 3,205 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,177,829 | 3,034 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $860,118 | 2,608 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||