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Balyasny Asset Management L.P.

Position in CAT — Caterpillar Inc

CIK 1218710 Chicago, IL

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$126,827,460
-$40,474,660 QoQ
Shares Held
119,098
-49.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#208
of 4,050 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Jun 30, 2026
CallValue
$27,474,420
CallShares
25,800
PutValue
$9,371,120
PutShares
8,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $238,722,871 across 13 Farm & Heavy Construction Machinery names. CAT ranks #1 (53.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
119,098 $126,827,460

All Filings in CAT

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,371,120 8,800
2026-06-30 $126,827,460 119,098
2026-06-30 $27,474,420 25,800
2026-03-31 $8,784,904 12,400
2026-03-31 $167,302,120 236,149
2026-03-31 $14,523,430 20,500
2025-12-31 $118,113,190 206,178
2025-12-31 $30,075,675 52,500
2025-12-31 $20,336,885 35,500
2025-09-30 $7,538,970 15,800
2025-09-30 $165,996,667 347,892
2025-09-30 $15,745,950 33,000
2025-06-30 $142,927,275 368,170
2025-06-30 $7,104,243 18,300
2025-06-30 $16,033,073 41,300
2025-03-31 $8,126,601 24,641
2025-03-31 $4,089,520 12,400
2025-03-31 $11,608,960 35,200
2024-12-31 $16,142,820 44,500
2024-12-31 $14,365,296 39,600
2024-12-31 $4,232,320 11,667
2024-09-30 $8,604,640 22,000
2024-09-30 $1,803,063 4,610
2024-09-30 $17,013,720 43,500
2024-06-30 $11,358,710 34,100
2024-06-30 $397,388 1,193
2024-06-30 $14,523,160 43,600
2024-03-31 $13,228,123 36,100
2024-03-31 $7,731,673 21,100
2023-12-31 $19,928,158 67,400
2023-12-31 $30,897,515 104,500
2023-09-30 $24,570,000 90,000
2023-09-30 $16,707,600 61,200
2023-09-30 $606,333 2,221
2023-06-30 $7,086,240 28,800
2023-06-30 $7,086,240 28,800
2023-03-31 $6,636,360 29,000
2023-03-31 $6,590,592 28,800
2022-12-31 $65,640,158 274,003
2022-12-31 $64,585,376 269,600
2022-12-31 $6,899,328 28,800
2022-09-30 $4,705,158 28,676
2022-09-30 $7,367,192 44,900
2022-09-30 $10,747,240 65,500
2022-06-30 $4,701,388 26,300
2022-06-30 $1,859,104 10,400
2022-03-31 $579,332 2,600
2021-12-31 $21,455,270 103,779
2021-09-30 $9,598,500 50,000
2021-03-31 $5,796,750 25,000