Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$19,335,389
+$8,030,493 QoQ
Shares Held
18,157
+13.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#583
of 4,031 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $24,445,511 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.1% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,335,389 | 18,157 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,304,896 | 15,957 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,207,166 | 16,072 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,248,385 | 15,191 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $5,941,165 | 15,304 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,891,263 | 14,831 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $5,105,121 | 14,073 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $4,008,980 | 10,250 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,249,723 | 9,756 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $3,432,716 | 9,368 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,284,937 | 7,728 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,795,794 | 6,578 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,496,476 | 6,082 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,278,300 | 5,586 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,293,384 | 5,399 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $924,262 | 5,633 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $964,231 | 5,394 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,212,809 | 5,443 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,123,218 | 5,433 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,145,484 | 5,967 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,224,168 | 5,625 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $1,150,307 | 4,961 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $631,791 | 3,471 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $222,830 | 1,494 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $235,290 | 1,860 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $243,916 | 2,102 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||