Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,259
+$1,426 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,014
of 4,031 holders
Holding Since
Mar 2026
2 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, 2026Phillip James Consulting Co. holds $6,487 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.7% of the industry book) .
All Filings in CAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,259 | 4 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,833 | 4 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||