Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,994,498
+$704,048 QoQ
Shares Held
2,812
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,571
of 4,031 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, 2026EFG International AG holds $11,253,431 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (26.6% 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 | $2,994,498 | 2,812 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,290,450 | 3,233 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,349,801 | 7,593 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||