Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$43,660
-$8,766 QoQ
Shares Held
41
-44.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,949
of 4,031 holders
Holding Since
Mar 2020
17 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, 2026STEPH & CO holds $166,168 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (26.3% of the industry book) .
All Filings in CAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,660 | 41 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $52,426 | 74 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $43,538 | 76 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,177 | 36 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $12,422 | 32 | Shares | Sole | 2025-07-16 | |
| 2022-12-31 | $35,934 | 150 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $24,612 | 150 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $26,814 | 150 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $125,447 | 563 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $124,044 | 600 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $115,182 | 600 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $54,407 | 250 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $81,154 | 350 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $63,707 | 350 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $52,202 | 350 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $44,275 | 350 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $40,614 | 350 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||