Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,986,455
+$4,632,295 QoQ
Shares Held
12,195
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#740
of 4,031 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026North Star Investment Management Corp. holds $31,832,441 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
12,195 | $12,986,455 | |
| 2 | BLBD |
Blue Bird Corp
|
110,610 | $8,733,765 | |
| 3 | DE |
Deere & Co
|
7,316 | $4,640,758 | |
| 4 | ALG |
Alamo Group Inc
|
16,550 | $2,722,309 | |
| 5 | GENC |
Gencor Industries Inc
|
117,000 | $1,745,640 | |
| 6 | AEBI |
Aebi Schmidt Holding AG
|
76,000 | $953,800 | |
| 7 | OSK |
Oshkosh Corp
|
307 | $47,118 | |
| 8 | PCAR |
Paccar Inc
|
19 | $2,282 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,986,455 | 12,195 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,354,160 | 11,792 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,734,086 | 11,755 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,430,921 | 11,382 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,415,112 | 11,373 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,880,426 | 11,766 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,466,663 | 12,313 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,813,122 | 12,306 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,096,463 | 12,298 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,507,809 | 15,031 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,376,507 | 14,802 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,038,216 | 14,792 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,829,276 | 15,563 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,567,386 | 15,589 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,743,604 | 15,627 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,560,468 | 15,605 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,787,583 | 15,594 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,095,638 | 13,893 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,938,809 | 14,215 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,645,346 | 13,780 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,992,630 | 13,751 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,188,212 | 13,750 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,502,775 | 13,750 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,050,663 | 13,749 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,743,802 | 13,785 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,651,713 | 14,234 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||