Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$556,942
+$185,001 QoQ
Shares Held
523
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#2,997
of 4,031 holders
Holding Since
Dec 2025
3 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, 2026ENTRUST FINANCIAL LLC holds $674,806 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.5% of the industry book) .
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,942 | 523 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $371,941 | 525 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $302,475 | 528 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||