Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,039,224
+$1,050,577 QoQ
Shares Held
2,854
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,559
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, 2026TRUSTMARK BANK TRUST DEPARTMENT holds $8,351,633 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (36.4% 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 | $3,039,224 | 2,854 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,988,647 | 2,807 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,723,765 | 3,009 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,417,612 | 2,971 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,125,420 | 2,899 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,071,190 | 3,248 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,203,274 | 3,317 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,446,361 | 3,698 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,629,525 | 4,892 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,615,589 | 4,409 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,096,935 | 3,710 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,087,632 | 3,984 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,058,999 | 4,304 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,008,497 | 4,407 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,006,631 | 4,202 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $665,836 | 4,058 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $821,938 | 4,598 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,061,068 | 4,762 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $977,053 | 4,726 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $984,038 | 5,126 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,224,820 | 5,628 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,201,549 | 5,182 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,021,495 | 5,612 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $754,997 | 5,062 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $658,685 | 5,207 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $652,376 | 5,622 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||