Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,413,716
+$3,143,845 QoQ
Shares Held
8,840
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.83%
of 13F equity value
Holder Rank
#894
of 4,031 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026DELTA CAPITAL MANAGEMENT LLC holds $17,329,103 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.3% of the industry book) .
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,413,716 | 8,840 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,269,871 | 8,850 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,081,356 | 8,870 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,709,470 | 9,870 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,835,514 | 9,880 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,258,424 | 9,880 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $362,760 | 1,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $391,120 | 1,000 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $333,100 | 1,000 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||