Position in CAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$460,499
+$88,134 QoQ
Shares Held
650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026MCDONALD PARTNERS LLC holds $2,482,428 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (18.6% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $460,499 | 650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $372,365 | 650 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $318,259 | 667 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $270,970 | 698 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $258,563 | 784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $284,403 | 784 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $306,638 | 784 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $260,817 | 783 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $287,647 | 785 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $232,100 | 785 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $215,943 | 791 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||