Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,234,042
+$1,493,011 QoQ
Shares Held
3,976
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#1,345
of 4,031 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $4,841,938 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (87.4% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,234,042 | 3,976 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,741,031 | 3,869 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,244,504 | 3,918 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,983,989 | 4,158 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,463,939 | 3,771 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,224,217 | 3,712 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,315,367 | 3,626 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||