Position in CAT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$205,029,032
+$63,787,361 QoQ
Shares Held
289,401
+17.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
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)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Janney Montgomery Scott LLC holds $285,889,286 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
289,401 | $205,029,032 | |
| 2 | DE |
Deere & Co
|
119,924 | $67,553,189 | |
| 3 | OSK |
Oshkosh Corp
|
33,107 | $4,873,681 | |
| 4 | PCAR |
Paccar Inc
|
29,438 | $3,400,089 | |
| 5 | CNH |
CNH Industrial N.V.
|
224,823 | $2,473,053 | |
| 6 | ASTE |
Astec Industries Inc
|
20,693 | $1,114,111 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
31,618 | $459,409 | |
| 8 | ALG |
Alamo Group Inc
|
1,762 | $290,677 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,029,032 | 289,401 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $141,241,671 | 246,551 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $115,755,158 | 242,597 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $95,257,416 | 245,376 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $84,288,635 | 255,575 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $91,973,082 | 253,537 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $101,990,015 | 260,764 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $85,659,996 | 257,160 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $94,784,448 | 258,670 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $83,676,678 | 283,007 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $76,433,448 | 279,976 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $68,576,103 | 278,708 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $63,074,025 | 275,625 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $66,565,099 | 277,864 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $44,015,608 | 268,257 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $47,496,173 | 265,698 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $60,219,110 | 270,259 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $56,027,987 | 271,007 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $48,432,110 | 252,290 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $53,453,627 | 245,617 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $57,808,669 | 249,315 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $44,601,452 | 245,036 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $32,939,777 | 220,850 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $26,721,227 | 211,235 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $24,083,985 | 207,549 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||