Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$22,362
+$14,569 QoQ
Shares Held
21
+90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,975
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, 2026HFM Investment Advisors, LLC holds $38,562 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.0% 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 | $22,362 | 21 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,793 | 11 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,311 | 18 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,248 | 11 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,270 | 11 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $989 | 3 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||