Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,339,585
+$695,250 QoQ
Shares Held
2,197
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#1,756
of 4,031 holders
Holding Since
Mar 2025
6 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, 2026TOWER TRUST & INVESTMENT Co holds $3,977,614 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.8% 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 | $2,339,585 | 2,197 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,644,335 | 2,321 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,459,672 | 2,548 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,044,004 | 2,188 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $216,232 | 557 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $183,698 | 557 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||