Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$45,370,064
+$42,693,503 QoQ
Shares Held
42,605
+1027.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#358
of 4,031 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Arax Advisory Partners holds $63,253,939 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
42,605 | $45,370,064 | |
| 2 | DE |
Deere & Co
|
14,430 | $9,153,381 | |
| 3 | OSK |
Oshkosh Corp
|
29,502 | $4,527,966 | |
| 4 | PCAR |
Paccar Inc
|
20,654 | $2,480,958 | |
| 5 | BLBD |
Blue Bird Corp
|
4,128 | $325,946 | |
| 6 | AGCO |
Agco Corp /De
|
2,152 | $257,594 | |
| 7 | CNH |
CNH Industrial N.V.
|
22,821 | $256,279 | |
| 8 | LNN |
Lindsay Corp
|
1,612 | $199,565 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,370,064 | 42,605 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,676,561 | 3,778 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,331,008 | 4,069 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,752,414 | 9,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $446,441 | 1,150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $351,896 | 1,067 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $412,095 | 1,136 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $359,829 | 920 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $289,130 | 868 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $248,805 | 679 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $139,259 | 471 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $133,224 | 488 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $114,659 | 466 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $101,147 | 442 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $101,573 | 424 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $69,241 | 422 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $112,082 | 627 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $141,045 | 633 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $137,482 | 665 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $127,276 | 663 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $133,624 | 614 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $111,396 | 612 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $91,279 | 612 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $77,165 | 610 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $70,668 | 609 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||