Position in CAT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,890,861
+$508,637 QoQ
Shares Held
5,492
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Parkside Financial Bank & Trust holds $6,042,646 across 16 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
5,492 | $3,890,861 | |
| 2 | DE |
Deere & Co
|
3,094 | $1,742,849 | |
| 3 | PCAR |
Paccar Inc
|
2,835 | $327,442 | |
| 4 | FSS |
Federal Signal Corp /De/
|
185 | $20,005 | |
| 5 | OSK |
Oshkosh Corp
|
119 | $17,517 | |
| 6 | AGCO |
Agco Corp /De
|
150 | $17,380 | |
| 7 | ALG |
Alamo Group Inc
|
65 | $10,722 | |
| 8 | TEX |
Terex Corp
|
83 | $4,905 |
All Filings in CAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,890,861 | 5,492 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,382,224 | 5,904 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,033,242 | 6,357 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,455,815 | 6,326 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,066,856 | 6,267 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,166,401 | 5,972 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,279,446 | 5,828 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,870,023 | 5,614 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,054,205 | 5,606 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,494,019 | 5,053 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,516,788 | 5,556 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,345,893 | 5,470 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,115,136 | 4,873 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,295,300 | 5,407 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $829,259 | 5,054 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $919,719 | 5,145 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $419,124 | 1,881 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $410,815 | 2,140 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $467,686 | 2,149 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $581,297 | 2,507 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $451,591 | 2,481 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $335,288 | 2,248 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $431,744 | 3,413 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $421,108 | 3,629 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||