Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$849,790
+$275,938 QoQ
Shares Held
798
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,645
of 4,045 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, 2026TCFG Investment Advisors, LLC holds $1,086,546 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
798 | $849,790 | |
| 2 | PCAR |
Paccar Inc
|
1,971 | $236,756 |
All Filings in CAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,790 | 798 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $573,852 | 810 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||