Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,792,525
+$5,207,770 QoQ
Shares Held
13,891
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#687
of 4,030 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)
Derivatives in CAT
reported options exposure · as of Jun 30, 2021CallValue
$29,000
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026SIGNATUREFD, LLC holds $19,710,635 across 17 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
13,891 | $14,792,525 | |
| 2 | DE |
Deere & Co
|
5,469 | $3,469,150 | |
| 3 | PCAR |
Paccar Inc
|
7,924 | $951,830 | |
| 4 | TEX |
Terex Corp
|
1,529 | $110,684 | |
| 5 | CNH |
CNH Industrial N.V.
|
9,281 | $104,225 | |
| 6 | OSK |
Oshkosh Corp
|
564 | $86,562 | |
| 7 | AGCO |
Agco Corp /De
|
610 | $73,017 | |
| 8 | FSS |
Federal Signal Corp /De/
|
476 | $61,161 |
All Filings in CAT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,792,525 | 13,891 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,584,755 | 13,529 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,435,852 | 12,980 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,647,070 | 11,835 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,532,739 | 11,676 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,936,492 | 11,936 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,241,027 | 11,691 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,697,351 | 12,010 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,065,818 | 12,206 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,601,627 | 12,558 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,402,274 | 11,507 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,059,784 | 11,208 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,462,960 | 10,010 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,561,634 | 11,194 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,369,248 | 9,890 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,310,835 | 7,989 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,633,508 | 9,138 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,942,544 | 8,718 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,731,860 | 8,377 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,568,202 | 8,169 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,756,491 | 8,071 | Shares | Sole | 2021-07-26 | |
| 2021-06-30 | $29,000 | 3,000 | Call | Sole | 2021-07-26 | |
| 2021-03-31 | $1,663,203 | 7,173 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $36,404 | 200 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $898,632 | 4,937 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $694,591 | 4,657 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $535,727 | 4,235 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $613,503 | 5,287 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||