Position in CAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$195,119,801
+$39,914,425 QoQ
Shares Held
275,414
+1.7% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73%
Shared 8%
None 19%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$708,460
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 Mar 31, 2026Cerity Partners LLC holds $331,642,354 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
275,414 | $195,119,801 | |
| 2 | DE |
Deere & Co
|
170,767 | $96,193,049 | |
| 3 | OSK |
Oshkosh Corp
|
93,406 | $13,750,295 | |
| 4 | PCAR |
Paccar Inc
|
107,817 | $12,452,863 | |
| 5 | CNH |
CNH Industrial N.V.
|
365,735 | $4,023,085 | |
| 6 | FSS |
Federal Signal Corp /De/
|
29,709 | $3,212,730 | |
| 7 | ALG |
Alamo Group Inc
|
13,190 | $2,175,953 | |
| 8 | TEX |
Terex Corp
|
28,096 | $1,660,472 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||