Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,194
+$1,069 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4,018
of 4,031 holders
Holding Since
Dec 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, 2026Three Bearings Fiduciary Advisors, Inc. holds $8,459 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (37.8% 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 | $3,194 | 3 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,125 | 3 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $1,718 | 3 | Shares | Sole | 2026-06-11 | |
| No filing history on record for this holder in this stock. | ||||||