Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$40,984,805
+$11,444,857 QoQ
Shares Held
38,487
-7.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#393
of 4,045 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, 2026PARK NATIONAL CORP /OH/ holds $56,729,289 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.2% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,984,805 | 38,487 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $29,539,948 | 41,696 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $22,300,683 | 38,928 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,431,185 | 7,191 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $2,893,717 | 7,454 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $2,711,615 | 8,222 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $3,010,182 | 8,298 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $3,263,896 | 8,345 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $2,838,678 | 8,522 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,182,810 | 8,686 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $2,636,193 | 8,916 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,443,077 | 8,949 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $2,161,794 | 8,786 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $2,062,305 | 9,012 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2,113,158 | 8,821 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,406,657 | 8,573 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,516,778 | 8,485 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,002,260 | 8,986 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $1,856,731 | 8,981 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $1,603,140 | 8,351 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $1,828,309 | 8,401 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $1,947,939 | 8,401 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $1,579,205 | 8,676 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $1,322,810 | 8,869 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $1,121,928 | 8,869 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $1,033,568 | 8,907 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||