Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$297,360,545
+$102,240,744 QoQ
Shares Held
279,238
+1.4% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#114
of 4,059 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 8%
None 20%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,064,900
PutShares
1,000
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, 2026Cerity Partners LLC holds $447,087,058 across 13 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
279,238 | $297,360,545 | |
| 2 | DE |
Deere & Co
|
169,446 | $107,484,679 | |
| 3 | OSK |
Oshkosh Corp
|
117,202 | $17,988,162 | |
| 4 | PCAR |
Paccar Inc
|
103,244 | $12,401,668 | |
| 5 | FSS |
Federal Signal Corp /De/
|
32,442 | $4,168,472 | |
| 6 | CNH |
CNH Industrial N.V.
|
216,414 | $2,430,327 | |
| 7 | ALG |
Alamo Group Inc
|
11,348 | $1,866,631 | |
| 8 | TEX |
Terex Corp
|
21,688 | $1,569,993 |
All Filings in CAT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,900 | 1,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $297,360,545 | 279,238 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $195,119,801 | 275,414 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $708,460 | 1,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $155,205,376 | 270,926 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $123,082,751 | 257,954 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $101,062,321 | 260,329 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $97,247,796 | 294,869 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $83,512,793 | 230,215 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $91,472,798 | 233,874 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $70,625,860 | 212,026 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $80,354,801 | 219,291 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $149,999,895 | 507,322 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $37,919,973 | 138,901 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $39,755,036 | 161,573 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,671,059 | 147,138 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $32,789,056 | 136,872 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,721,633 | 34,871 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,394,066 | 35,769 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,420,509 | 15,351 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,816,625 | 13,624 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,751,534 | 9,124 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,164,102 | 5,349 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,354,584 | 5,842 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $8,189,989 | 44,995 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,537,990 | 43,835 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,502,370 | 43,497 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,967,258 | 25,571 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||