Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,387,569
+$5,960,127 QoQ
Shares Held
18,206
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#585
of 4,045 holders
Holding Since
Mar 2020
25 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, 2026Caprock Group, LLC holds $29,802,499 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
18,206 | $19,387,569 | |
| 2 | DE |
Deere & Co
|
8,966 | $5,687,402 | |
| 3 | PCAR |
Paccar Inc
|
16,057 | $1,928,766 | |
| 4 | AGCO |
Agco Corp /De
|
14,369 | $1,719,969 | |
| 5 | MTW |
Manitowoc Co Inc
|
25,025 | $347,597 | |
| 6 | CMCO |
Columbus Mckinnon Corp
|
19,687 | $297,864 | |
| 7 | TEX |
Terex Corp
|
3,198 | $231,503 | |
| 8 | ALG |
Alamo Group Inc
|
1,227 | $201,829 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,387,569 | 18,206 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,427,442 | 18,953 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,649,080 | 18,589 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,893,121 | 18,638 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $5,414,326 | 16,417 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,410,202 | 14,914 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,059,919 | 12,937 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,756,035 | 11,276 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,583,697 | 7,051 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,907,323 | 9,833 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,700,243 | 9,891 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,424,084 | 9,852 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,116,083 | 9,247 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,820,656 | 7,600 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,166,772 | 7,111 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,237,197 | 6,921 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,562,636 | 7,013 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,427,126 | 6,903 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,160,842 | 6,047 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,392,396 | 6,398 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,336,730 | 5,765 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,048,799 | 5,762 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $849,558 | 5,696 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $647,427 | 5,118 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $590,759 | 5,091 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||