Edgestream Partners, L.P.

Position in CAT — Caterpillar Inc

CIK 1535061 Princeton, NJ

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,145,832

-$526,133 QoQ

Shares Held

1,076

-54.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,367

of 4,045 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Edgestream Partners, L.P. holds $2,991,210 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	13,298	$1,597,355
2	CAT	Caterpillar Inc This page	1,076	$1,145,832
3	DE	Deere & Co	391	$248,023

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,145,832	1,076	-54.4%	Shares	Sole	2026-08-11
2026-03-31	$1,671,965	2,360	-6.6%	Shares	Sole	2026-05-18
2025-12-31	$1,447,642	2,527	-70.1%	Shares	Sole	2026-02-13
2025-09-30	$4,030,008	8,446	-28.0%	Shares	Sole	2025-11-12
2025-06-30	$4,553,703	11,730	-36.9%	Shares	Sole	2025-08-13
2025-03-31	$6,132,960	18,596	+580.7%	Shares	Sole	2025-05-02
2024-12-31	$991,060	2,732	-35.2%	Shares	Sole	2025-02-07
2024-09-30	$1,648,961	4,216	-34.3%	Shares	Sole	2024-11-14
2024-06-30	$2,138,502	6,420	-70.7%	Shares	Sole	2024-08-09
2024-03-31	$8,029,214	21,912	+1220.8%	Shares	Sole	2024-05-10
2023-12-31	$490,516	1,659	-20.9%	Shares	Sole	2024-02-14
2023-09-30	$572,754	2,098	-49.8%	Shares	Sole	2023-11-15
2023-06-30	$1,027,504	4,176	-64.7%	Shares	Sole	2023-08-10
2023-03-31	$2,708,550	11,836	+548.5%	Shares	Sole	2023-05-15
2022-12-31	$437,197	1,825	-39.1%	Shares	Sole	2023-02-13
2022-09-30	$491,747	2,997	-6.8%	Shares	Sole	2022-11-14
2022-06-30	$574,713	3,215	-39.6%	Shares	Sole	2022-08-12
2022-03-31	$1,186,516	5,325	+182.9%	Shares	Sole	2022-05-13
2021-12-31	$389,084	1,882	-87.7%	Shares	Sole	2022-02-15
2021-09-30	$2,926,198	15,243	+722.6%	Shares	Sole	2021-11-15
2021-06-30	$403,268	1,853	-94.4%	Shares	Sole	2021-08-10
2021-03-31	$7,704,112	33,226	-59.9%	Shares	Sole	2021-05-06
2020-12-31	$15,072,530	82,807	+1918.2%	Shares	Sole	2021-02-11
2020-09-30	$611,962	4,103	-71.7%	Shares	Sole	2020-11-10
2020-03-31	$1,680,607	14,483	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.