Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$52,164,121
+$19,383,681 QoQ
Shares Held
48,985
+5.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#21
of 836 holders
Holding Since
Jun 2022
17 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, 2026Merit Financial Group, LLC holds $68,402,684 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
48,985 | $52,164,121 | |
| 2 | DE |
Deere & Co
|
13,394 | $8,496,210 | |
| 3 | PCAR |
Paccar Inc
|
24,304 | $2,919,392 | |
| 4 | OSK |
Oshkosh Corp
|
11,483 | $1,762,408 | |
| 5 | CNH |
CNH Industrial N.V.
|
68,713 | $771,645 | |
| 6 | BLBD |
Blue Bird Corp
|
8,051 | $635,706 | |
| 7 | ALG |
Alamo Group Inc
|
3,609 | $593,642 | |
| 8 | TEX |
Terex Corp
|
6,323 | $457,718 |
All Filings in CAT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,164,121 | 48,985 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $32,780,440 | 46,270 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $24,353,846 | 42,512 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $15,927,740 | 33,381 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $11,894,366 | 30,639 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,048,815 | 21,373 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,319,771 | 20,178 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,039,283 | 15,441 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,707,702 | 14,133 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,003,235 | 13,654 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,145,721 | 3,875 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,082,716 | 11,292 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,713,439 | 11,028 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,367,807 | 10,347 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,154,842 | 8,995 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,189,908 | 7,252 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,708,912 | 20,748 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||