Position in CAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$517,541
+$173,230 QoQ
Shares Held
486
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#3,062
of 4,031 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, 2026Napier Financial, LLC holds $716,720 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
486 | $517,541 | |
| 2 | DE |
Deere & Co
|
314 | $199,179 |
All Filings in CAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,541 | 486 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $344,311 | 486 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||