Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,853,107
+$4,444,431 QoQ
Shares Held
15,826
-9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#631
of 4,031 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $25,023,605 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.3% of the industry book) .
All Filings in CAT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,853,107 | 15,826 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,408,676 | 17,515 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,063,385 | 24,549 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,780,833 | 24,690 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,574,811 | 24,664 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,165,187 | 24,758 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,314,484 | 31,190 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,778,578 | 30,115 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,082,902 | 33,272 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,689,116 | 31,900 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,072,633 | 30,685 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,307,663 | 30,431 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,680,696 | 31,216 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,239,581 | 31,636 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $9,597,013 | 40,061 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,381,235 | 38,891 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $8,705,790 | 48,701 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,255,512 | 46,026 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $8,953,495 | 43,308 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $8,105,933 | 42,225 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $8,813,579 | 40,498 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $9,607,069 | 41,433 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,375,613 | 35,027 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $5,206,975 | 34,911 | Shares | Sole | 2020-10-14 | |
| No filing history on record for this holder in this stock. | ||||||