Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,682,201
+$18,245,102 QoQ
Shares Held
57,923
-5.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#303
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Fiduciary Trust Co holds $70,748,081 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (87.2% 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 | $61,682,201 | 57,923 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $43,437,099 | 61,312 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,444,038 | 61,871 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,931,725 | 64,826 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,094,670 | 64,642 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,452,170 | 65,046 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,283,387 | 64,184 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,496,627 | 62,632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,633,878 | 61,945 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,015,455 | 65,539 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,051,495 | 64,435 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,535,882 | 64,234 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,797,885 | 64,206 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,686,493 | 64,178 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,484,200 | 64,636 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,611,545 | 64,673 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,649,074 | 65,166 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,566,857 | 65,375 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $13,460,013 | 65,106 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,594,219 | 60,396 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,007,527 | 59,769 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,677,602 | 63,301 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $12,053,545 | 66,221 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $10,230,645 | 68,593 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,617,938 | 68,126 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,057,817 | 69,440 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||