Freestone Capital Holdings, LLC

Position in CAT — Caterpillar Inc

CIK 1470876 Seattle, WA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$32,921,383

+$11,851,075 QoQ

Shares Held

30,915

+3.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#442

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $43,680,889 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	30,915	$32,921,383
2	DE	Deere & Co	13,034	$8,267,857
3	PCAR	Paccar Inc	20,743	$2,491,649

All Filings in CAT

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,921,383	30,915	+3.9%	Shares	Defined	2026-07-31
2026-03-31	$21,070,308	29,741	-0.4%	Shares	Defined	2026-05-13
2025-12-31	$17,101,315	29,852	-2.3%	Shares	Defined	2026-01-23
2025-09-30	$14,572,638	30,541	+0.8%	Shares	Defined	2025-11-12
2025-06-30	$11,756,551	30,284	+2.2%	Shares	Defined	2025-08-05
2025-03-31	$9,771,974	29,630	+1.8%	Shares	Defined	2025-05-13
2024-12-31	$10,557,404	29,103	-0.7%	Shares	Defined	2025-02-06
2024-09-30	$11,458,251	29,296	+3.7%	Shares	Defined	2024-11-14
2024-06-30	$9,409,075	28,247	+2.5%	Shares	Defined	2024-11-22
2024-03-31	$10,101,375	27,567	+93.1%	Shares	Defined	2024-11-22
2023-12-31	$4,220,689	14,275	+0.5%	Shares	Defined	2024-02-13
2023-09-30	$3,877,965	14,205	-0.7%	Shares	Defined	2023-11-14
2023-06-30	$3,519,007	14,302	-0.2%	Shares	Defined	2023-08-09
2023-03-31	$3,279,277	14,330	-3.9%	Shares	Defined	2023-05-12
2022-12-31	$3,571,839	14,910	-4.7%	Shares	Defined	2023-02-13
2022-09-30	$2,568,016	15,651	-6.0%	Shares	Defined	2022-11-09
2022-06-30	$2,975,996	16,648	-16.4%	Shares	Defined	2022-08-09
2022-03-31	$4,435,900	19,908	+5.0%	Shares	Defined	2022-05-12
2021-12-31	$3,921,237	18,967	+2.7%	Shares	Defined	2022-02-14
2021-09-30	$3,543,958	18,461	-1.4%	Shares	Defined	2021-11-15
2021-06-30	$4,073,815	18,719	-0.1%	Shares	Defined	2021-08-16
2021-03-31	$4,344,316	18,736	-51.6%	Shares	Defined	2021-05-17
2020-12-31	$7,048,178	38,722	-0.2%	Shares	Defined	2021-02-16
2020-09-30	$5,785,081	38,787	+3.1%	Shares	Defined	2020-11-06
2020-06-30	$4,759,436	37,624	-0.2%	Shares	Defined	2020-08-04
2020-03-31	$4,375,056	37,703	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.