Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$200,490,852
+$73,846,543 QoQ
Shares Held
188,272
+5.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#154
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$36,643
PutShares
100
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, 2026Sequoia Financial Advisors, LLC holds $216,736,106 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
188,272 | $200,490,852 | |
| 2 | DE |
Deere & Co
|
18,385 | $11,662,157 | |
| 3 | PCAR |
Paccar Inc
|
15,303 | $1,838,196 | |
| 4 | OSK |
Oshkosh Corp
|
3,445 | $528,738 | |
| 5 | CNH |
CNH Industrial N.V.
|
37,074 | $416,341 | |
| 6 | FSS |
Federal Signal Corp /De/
|
3,206 | $411,938 | |
| 7 | TEX |
Terex Corp
|
5,564 | $402,777 | |
| 8 | AGCO |
Agco Corp /De
|
3,080 | $368,676 |
All Filings in CAT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,490,852 | 188,272 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $126,644,309 | 178,760 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $101,536,051 | 177,241 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $84,277,095 | 176,626 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $66,364,887 | 170,951 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $41,366,484 | 125,429 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $43,970,502 | 121,211 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $29,508,439 | 75,446 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $22,664,124 | 68,040 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $36,643 | 100 | Put | Sole | 2024-04-30 | |
| 2024-03-31 | $20,766,687 | 56,673 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,513,716 | 59,234 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,968,056 | 10,872 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,701,629 | 10,980 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,340,575 | 10,228 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,471,061 | 10,315 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,522,006 | 9,276 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,825,318 | 10,211 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,343,620 | 10,518 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,536,491 | 7,432 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $282,579 | 1,472 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,314,485 | 6,040 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,376,380 | 5,936 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,667,849 | 9,163 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,346,675 | 9,029 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,146,090 | 9,060 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $986,572 | 8,502 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||