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Equibles

OPPENHEIMER ASSET MANAGEMENT INC.

Position in CAT — Caterpillar Inc

CIK 1269119 NEW YORK, NY
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$64,733,139
+$22,030,006 QoQ
Shares Held
60,788
+0.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#299
of 4,055 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $86,476,215 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		60,788 $64,733,139
2 PCAR
Paccar Inc
 64,362 $7,731,162
3 FSS
Federal Signal Corp /De/
 41,942 $5,389,126
4 DE
Deere & Co
 6,675 $4,234,150
5 AGCO
Agco Corp /De
 17,483 $2,092,714
6 OSK
Oshkosh Corp
 8,514 $1,306,728
7 CNH
CNH Industrial N.V.
 57,193 $642,277
8 AEBI
Aebi Schmidt Holding AG
 27,643 $346,919

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $64,733,139 60,788
2026-03-31 $42,703,133 60,276
2025-12-31 $33,626,321 58,698
2025-09-30 $26,298,596 55,116
2025-06-30 $23,769,708 61,229
2025-03-31 $18,153,180 55,043
2024-12-31 $20,813,352 57,375
2024-09-30 $20,172,794 51,577
2024-06-30 $12,871,315 38,641
2024-03-31 $8,889,224 24,259
2023-12-31 $8,574,723 29,001
2023-09-30 $9,874,137 36,169
2023-06-30 $8,871,823 36,057
2023-03-31 $7,366,586 32,191
2022-12-31 $13,749,785 57,396
2022-09-30 $9,230,811 56,258
2022-06-30 $9,498,232 53,134
2022-03-31 $11,980,361 53,767
2021-12-31 $10,967,969 53,052
2021-09-30 $6,893,257 35,908
2021-06-30 $7,470,148 34,325
2021-03-31 $7,928,098 34,192
2020-12-31 $6,600,408 36,262
2020-09-30 $5,436,367 36,449
2020-06-30 $719,785 5,690
2020-03-31 $559,428 4,821