Position in CAT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$25,615,078
+$6,321,390 QoQ
Shares Held
36,156
+7.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026CITIZENS FINANCIAL GROUP INC/RI holds $34,599,958 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.0% of the industry book) .
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,615,078 | 36,156 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $19,293,688 | 33,679 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $14,721,508 | 30,853 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $11,314,768 | 29,146 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,713,315 | 26,420 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $6,927,627 | 19,097 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $5,437,349 | 13,902 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,238,064 | 9,721 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,370,801 | 6,470 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $2,424,197 | 8,199 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,555,827 | 5,699 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,649,764 | 6,705 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $1,707,374 | 7,461 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,426,099 | 5,953 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $968,563 | 5,903 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,053,253 | 5,892 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,340,485 | 6,016 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,511,889 | 7,313 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,530,960 | 7,975 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,561,276 | 7,174 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $1,656,246 | 7,143 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,039,334 | 5,710 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $918,018 | 6,155 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,025,029 | 8,103 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $931,452 | 8,027 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||