Position in CAT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,536,286
+$472,809 QoQ
Shares Held
3,580
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Sunbelt Securities, Inc. holds $3,080,051 across 13 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,580 | $2,536,286 | |
| 2 | DE |
Deere & Co
|
934 | $526,122 | |
| 3 | OSK |
Oshkosh Corp
|
61 | $8,979 | |
| 4 | PCAR |
Paccar Inc
|
32 | $3,696 | |
| 5 | ASTE |
Astec Industries Inc
|
21 | $1,130 | |
| 6 | TEX |
Terex Corp
|
17 | $1,004 | |
| 7 | CNH |
CNH Industrial N.V.
|
72 | $792 | |
| 8 | BLBD |
Blue Bird Corp
|
13 | $738 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,536,286 | 3,580 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,063,477 | 3,602 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,755,434 | 3,679 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,439,482 | 3,708 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,458,045 | 4,421 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,345,114 | 3,708 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,433,845 | 3,666 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,292,094 | 3,879 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,419,549 | 3,874 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,100,779 | 3,723 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,012,284 | 3,708 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $666,057 | 2,707 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $615,579 | 2,690 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $516,012 | 2,154 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $353,100 | 2,152 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $384,691 | 2,152 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $440,069 | 1,975 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $531,942 | 2,573 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $396,034 | 2,063 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $448,970 | 2,063 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $478,347 | 2,063 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $570,814 | 3,136 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $241,175 | 1,617 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $240,476 | 1,901 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $220,592 | 1,901 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||