Position in CAT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$10,770,717
+$6,800,969 QoQ
Shares Held
15,203
-8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $15,762,659 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.3% of the industry book) .
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,770,717 | 15,203 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $3,969,748 | 16,571 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,728,322 | 16,628 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $3,004,598 | 16,808 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $3,716,191 | 16,678 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,517,887 | 17,016 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $3,284,222 | 17,108 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $3,839,646 | 17,643 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $4,130,300 | 17,813 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $3,267,441 | 17,951 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,828,182 | 18,962 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,424,625 | 19,167 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||