Position in CAT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$42,703,133
+$9,076,812 QoQ
Shares Held
60,276
+2.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77%
Shared 23%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $61,977,352 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
60,276 | $42,703,133 | |
| 2 | PCAR |
Paccar Inc
|
64,345 | $7,431,846 | |
| 3 | FSS |
Federal Signal Corp /De/
|
48,787 | $5,275,825 | |
| 4 | DE |
Deere & Co
|
6,651 | $3,746,506 | |
| 5 | AGCO |
Agco Corp /De
|
13,532 | $1,567,952 | |
| 6 | OSK |
Oshkosh Corp
|
6,303 | $927,864 | |
| 7 | AEBI |
Aebi Schmidt Holding AG
|
33,391 | $324,226 |
All Filings in CAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,703,133 | 60,276 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $33,626,321 | 58,698 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $26,298,596 | 55,116 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $23,769,708 | 61,229 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,153,180 | 55,043 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $20,813,352 | 57,375 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $20,172,794 | 51,577 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $12,871,315 | 38,641 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $8,889,224 | 24,259 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,574,723 | 29,001 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $9,874,137 | 36,169 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $8,871,823 | 36,057 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $7,366,586 | 32,191 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $13,749,785 | 57,396 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,230,811 | 56,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,498,232 | 53,134 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $11,980,361 | 53,767 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $10,967,969 | 53,052 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $6,893,257 | 35,908 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $7,470,148 | 34,325 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $7,928,098 | 34,192 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $6,600,408 | 36,262 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $5,436,367 | 36,449 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $719,785 | 5,690 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $559,428 | 4,821 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||