W.G. Shaheen & Associates DBA Whitney & Co
Position in CAT — Caterpillar Inc
CIK 1577001
ROCHESTER, NY
Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$421,700
+$153,001 QoQ
Shares Held
396
-42.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,244
of 4,045 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $12,166,045 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNH |
CNH Industrial N.V.
|
1,045,801 | $11,744,345 | |
| 2 | CAT |
Caterpillar Inc
This page
|
396 | $421,700 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,700 | 396 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $268,699 | 687 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $201,536 | 550 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||