Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,979,472
+$2,031,570 QoQ
Shares Held
4,676
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,241
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, 2026Fulton Bank, N.A. holds $7,391,545 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.4% 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 | $4,979,472 | 4,676 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,947,902 | 4,161 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,234,765 | 3,901 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,516,382 | 3,178 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,186,369 | 3,056 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,162,545 | 3,525 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,238,462 | 3,414 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $688,762 | 1,761 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $569,601 | 1,710 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $600,578 | 1,639 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $648,403 | 2,193 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $634,179 | 2,323 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $580,923 | 2,361 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $643,039 | 2,810 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $679,875 | 2,853 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $550,488 | 3,355 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $489,623 | 2,739 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $636,150 | 2,855 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $589,208 | 2,850 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $598,178 | 3,116 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $690,757 | 3,174 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $739,200 | 3,188 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $577,002 | 3,170 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $456,249 | 3,059 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $321,562 | 2,542 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $312,379 | 2,692 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||