Position in CAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,637,286
+$7,772,983 QoQ
Shares Held
9,989
+147.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.50%
of 13F equity value
Holder Rank
#832
of 4,046 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026HWG Holdings LP holds $14,892,442 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
9,989 | $10,637,286 | |
| 2 | TEX |
Terex Corp
|
58,781 | $4,255,156 |
All Filings in CAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,637,286 | 9,989 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,864,303 | 4,043 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $49,470 | 150 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $54,295 | 163 | Shares | Sole | 2024-08-19 | |
| 2023-12-31 | $47,898 | 162 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $44,226 | 162 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $39,860 | 162 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,034 | 22 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,270 | 22 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,609 | 22 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $765,163 | 3,434 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,480 | 12 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $2,611 | 12 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,394,929 | 6,016 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,136,896 | 6,246 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||