Position in CAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$722,002
+$243,792 QoQ
Shares Held
678
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#2,782
of 4,051 holders
Holding Since
Dec 2025
3 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, 2026truNorth Financial Services, Inc. holds $965,479 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
678 | $722,002 | |
| 2 | MTW |
Manitowoc Co Inc
|
17,529 | $243,477 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,002 | 678 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $478,210 | 675 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $401,009 | 700 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||