Position in CAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,228,776
+$1,152,989 QoQ
Shares Held
3,032
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,510
of 4,031 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026PDS Planning, Inc holds $7,457,040 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (43.3% of the industry book) .
All Filings in CAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,228,776 | 3,032 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,075,787 | 2,930 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,684,810 | 2,941 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,388,983 | 2,911 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,111,833 | 2,864 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $838,681 | 2,543 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $859,741 | 2,370 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $939,470 | 2,402 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $747,143 | 2,243 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $814,573 | 2,223 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $625,342 | 2,115 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $612,339 | 2,243 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $542,294 | 2,204 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $477,131 | 2,085 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $410,605 | 1,714 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $256,128 | 1,561 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $279,223 | 1,562 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $325,985 | 1,463 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $258,838 | 1,252 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $253,400 | 1,320 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $239,175 | 1,099 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $245,086 | 1,057 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||