Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,316,838
+$40,631,003 QoQ
Shares Held
110,167
+1.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#210
of 4,031 holders
Holding Since
Mar 2021
22 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, 2026&PARTNERS holds $146,955,049 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
110,167 | $117,316,838 | |
| 2 | DE |
Deere & Co
|
37,245 | $23,625,620 | |
| 3 | PCAR |
Paccar Inc
|
24,700 | $2,966,964 | |
| 4 | AGCO |
Agco Corp /De
|
8,554 | $1,023,913 | |
| 5 | OSK |
Oshkosh Corp
|
5,865 | $900,160 | |
| 6 | TEX |
Terex Corp
|
7,757 | $561,529 | |
| 7 | BLBD |
Blue Bird Corp
|
3,585 | $283,071 | |
| 8 | CNH |
CNH Industrial N.V.
|
24,662 | $276,954 |
All Filings in CAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,316,838 | 110,167 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,685,835 | 108,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,935,257 | 99,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,551,917 | 82,892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,099,028 | 72,381 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,464,888 | 52,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,712,845 | 48,828 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,598,569 | 27,098 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,593,482 | 10,788 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,134,454 | 5,825 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,204,263 | 4,073 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $994,539 | 3,643 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $896,114 | 3,642 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $817,416 | 3,572 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $861,218 | 3,595 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $589,867 | 3,595 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $623,693 | 3,489 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $475,720 | 2,135 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $306,802 | 1,484 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $270,485 | 1,409 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $306,423 | 1,408 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $313,951 | 1,354 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||