Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$101,165
+$58,658 QoQ
Shares Held
95
+58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3,902
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, 2026Cornerstone Financial Management LLC holds $153,583 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.9% of the industry book) .
All Filings in CAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,165 | 95 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $42,507 | 60 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $31,507 | 55 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||