Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,133,053
+$313,365 QoQ
Shares Held
1,064
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#2,373
of 4,031 holders
Holding Since
Sep 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, 2026Silver Grove Financial Group, Inc. holds $1,845,220 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,064 | $1,133,053 | |
| 2 | DE |
Deere & Co
|
803 | $509,366 | |
| 3 | PCAR |
Paccar Inc
|
1,344 | $161,441 | |
| 4 | BLBD |
Blue Bird Corp
|
400 | $31,584 | |
| 5 | OSK |
Oshkosh Corp
|
16 | $2,455 | |
| 6 | CMCO |
Columbus Mckinnon Corp
|
129 | $1,951 | |
| 7 | CNH |
CNH Industrial N.V.
|
160 | $1,796 | |
| 8 | GENC |
Gencor Industries Inc
|
91 | $1,357 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,053 | 1,064 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $819,688 | 1,157 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $569,716 | 1,194 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||