Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,646,217
+$1,022,791 QoQ
Shares Held
3,424
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,427
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026SouthState Bank Corp holds $5,021,063 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.6% of the industry book) .
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,646,217 | 3,424 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $2,623,426 | 3,703 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,203,830 | 3,847 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,820,804 | 3,816 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,576,908 | 4,062 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $1,285,230 | 3,897 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,055,630 | 2,910 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,138,158 | 2,910 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $977,981 | 2,936 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $1,068,509 | 2,916 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $1,068,846 | 3,615 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,033,032 | 3,784 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $924,409 | 3,757 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $1,000,258 | 4,371 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $1,239,003 | 5,172 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $776,917 | 4,735 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $654,082 | 3,659 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $841,368 | 3,776 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $658,880 | 3,187 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $528,493 | 2,753 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $672,476 | 3,090 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $833,108 | 3,593 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $653,451 | 3,590 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $471,611 | 3,162 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $415,678 | 3,286 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $392,910 | 3,386 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||