Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,825,723
+$19,284,704 QoQ
Shares Held
44,911
+11.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#350
of 4,031 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $62,965,181 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
44,911 | $47,825,723 | |
| 2 | DE |
Deere & Co
|
13,078 | $8,295,767 | |
| 3 | FSS |
Federal Signal Corp /De/
|
13,698 | $1,760,056 | |
| 4 | PCAR |
Paccar Inc
|
13,348 | $1,603,361 | |
| 5 | CMCO |
Columbus Mckinnon Corp
|
50,175 | $759,147 | |
| 6 | OSK |
Oshkosh Corp
|
4,926 | $756,042 | |
| 7 | GENC |
Gencor Industries Inc
|
42,311 | $631,280 | |
| 8 | TEX |
Terex Corp
|
5,549 | $401,692 |
All Filings in CAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,825,723 | 44,911 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,541,019 | 40,286 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,770,205 | 38,002 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,321,976 | 36,303 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,812,842 | 30,429 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $8,927,686 | 27,070 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $9,639,621 | 26,573 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $10,580,969 | 27,053 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $8,726,220 | 26,197 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $8,600,478 | 23,471 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $6,722,057 | 22,735 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $6,049,953 | 22,161 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $5,392,677 | 21,917 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $4,699,458 | 20,536 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $3,078,346 | 12,850 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,117,944 | 12,908 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,351,409 | 13,154 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,918,496 | 13,098 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,678,316 | 12,955 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,019,631 | 26,148 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,690,589 | 26,148 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $11,443,480 | 49,353 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $16,526,505 | 90,795 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,114,109 | 61,107 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||