Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$347,157
+$116,200 QoQ
Shares Held
326
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#3,404
of 4,045 holders
Holding Since
Mar 2026
2 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, 2026Burk Holdings LLC holds $364,339 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (95.3% of the industry book) .
All Filings in CAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,157 | 326 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $230,957 | 326 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||