Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,343,141
+$12,210,836 QoQ
Shares Held
30,372
+6.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#446
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $42,532,302 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.0% 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 | $32,343,141 | 30,372 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $20,132,305 | 28,417 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,426,925 | 23,438 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,408,177 | 23,909 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,716,865 | 22,454 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,582,003 | 7,829 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $2,889,382 | 7,965 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $3,225,565 | 8,247 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,842,341 | 8,533 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $3,178,413 | 8,674 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $2,680,839 | 9,067 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $2,637,999 | 9,663 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $2,230,688 | 9,066 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $2,274,211 | 9,938 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $2,505,796 | 10,460 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $1,836,218 | 11,191 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $1,979,766 | 11,075 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $2,482,436 | 11,141 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $2,364,691 | 11,438 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $2,271,388 | 11,832 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $2,880,115 | 13,234 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $2,879,592 | 12,419 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $2,273,065 | 12,488 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,873,025 | 12,558 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,521,668 | 12,029 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,394,452 | 12,017 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||