Mariner, LLC

Position in CAT — Caterpillar Inc

CIK 1373442 Overland Park, KS

Position in CAT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$227,209,496

+$42,217,173 QoQ

Shares Held

320,709

-0.7% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Mariner, LLC holds $348,702,285 across 13 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	320,709	$227,209,496
2	DE	Deere & Co	160,856	$90,610,183
3	PCAR	Paccar Inc	140,015	$16,171,732
4	CNH	CNH Industrial N.V.	386,485	$4,251,335
5	OSK	Oshkosh Corp	23,642	$3,480,338
6	AGCO	Agco Corp /De	15,220	$1,763,541
7	LNN	Lindsay Corp	13,023	$1,550,648
8	BLBD	Blue Bird Corp	21,431	$1,217,066

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$227,209,496	320,709	-0.7%	Shares	Sole	2026-05-13
2025-12-31	$184,992,323	322,922	+5.2%	Shares	Other	2026-02-13
2025-09-30	$146,498,886	307,029	+3.9%	Shares	Sole	2025-11-14
2025-06-30	$114,771,179	295,642	+22.8%	Shares	Sole	2025-08-14
2025-03-31	$79,418,147	240,807	+4.1%	Shares	Sole	2025-05-15
2024-12-31	$83,875,188	231,214	+2.8%	Shares	Sole	2025-02-13
2024-09-30	$87,983,616	224,953	+4.3%	Shares	Other	2024-11-13
2024-06-30	$71,852,000	215,707	+3.7%	Shares	Sole	2024-08-13
2024-03-31	$76,214,873	207,993	-0.6%	Shares	Sole	2024-05-15
2023-12-31	$61,851,206	209,190	+7.0%	Shares	Sole	2024-02-14
2023-09-30	$53,364,129	195,473	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$47,690,148	193,823	+3.1%	Shares	Sole	2023-08-11
2023-03-31	$43,038,625	188,073	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$45,220,063	188,763	+25.1%	Shares	Sole	2023-02-14
2022-09-30	$24,753,764	150,864	+11.8%	Shares	Sole	2022-11-10
2022-06-30	$24,123,482	134,949	+31.6%	Shares	Sole	2022-08-15
2022-03-31	$22,855,315	102,573	+108.7%	Shares	Sole	2022-05-13
2021-12-31	$10,161,477	49,151	+13.2%	Shares	Sole	2022-02-14
2021-09-30	$8,332,073	43,403	+16.3%	Shares	Sole	2021-11-15
2021-06-30	$8,125,216	37,335	+11.9%	Shares	Sole	2021-08-24
2021-03-31	$7,735,646	33,362	+4.3%	Shares	Sole	2021-05-07
2020-12-31	$5,821,727	31,984	+8.9%	Shares	Sole	2021-02-16
2020-09-30	$4,381,281	29,375	-3.5%	Shares	Sole	2020-11-13
2020-06-30	$3,852,051	30,451	-9.8%	Shares	Sole	2020-08-14
2020-03-31	$3,916,698	33,753	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.