Position in CAT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$92,266,288
+$25,036,557 QoQ
Shares Held
130,235
+11.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026CWM, LLC holds $150,687,775 across 20 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
130,235 | $92,266,288 | |
| 2 | PCAR |
Paccar Inc
|
249,041 | $28,764,235 | |
| 3 | DE |
Deere & Co
|
21,606 | $12,170,659 | |
| 4 | OSK |
Oshkosh Corp
|
39,703 | $5,844,678 | |
| 5 | CNH |
CNH Industrial N.V.
|
497,941 | $5,477,351 | |
| 6 | TEX |
Terex Corp
|
26,245 | $1,551,079 | |
| 7 | HY |
Hyster-Yale, Inc.
|
42,204 | $1,372,052 | |
| 8 | CMCO |
Columbus Mckinnon Corp
|
47,642 | $692,238 |
All Filings in CAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,266,288 | 130,235 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $67,229,731 | 117,356 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $48,281,854 | 101,188 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $35,184,636 | 90,633 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $29,911,540 | 90,696 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $30,498,684 | 84,074 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $30,433,438 | 77,811 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $23,183,426 | 69,599 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $20,029,796 | 54,662 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $14,277,312 | 48,288 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,818,172 | 35,964 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,992,600 | 20,291 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,585,267 | 20,037 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,378,198 | 18,276 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,405,084 | 14,658 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,961,516 | 16,567 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,372,826 | 15,137 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,037,424 | 14,692 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,443,549 | 11,228 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,603,436 | 11,228 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,043,720 | 11,228 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,674,656 | 11,228 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,420,342 | 11,228 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,302,897 | 11,228 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||