Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$430,219
+$126,999 QoQ
Shares Held
404
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#3,201
of 4,031 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026HORIZON BANCORP INC /IN/ holds $604,633 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
404 | $430,219 | |
| 2 | PCAR |
Paccar Inc
|
1,452 | $174,414 |
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,219 | 404 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $303,220 | 428 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $315,078 | 550 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $256,706 | 538 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $110,639 | 285 | Shares | Other | 2025-07-24 | |
| 2023-09-30 | $14,469 | 53 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $22,882 | 93 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $21,282 | 93 | Shares | Other | 2023-05-05 | |
| 2020-09-30 | $26,847 | 180 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,770 | 180 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $20,887 | 180 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||