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Trexquant Investment LP

Position in CAT — Caterpillar Inc

CIK 1633445 STAMFORD, CT

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$30,347,520
+$30,347,520 QoQ
Shares Held
28,498
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#457
of 4,030 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Jun 30, 2026
CallValue
$10,861,980
CallShares
10,200
PutValue
$12,246,350
PutShares
11,500

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, 2026

Trexquant Investment LP holds $57,831,618 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (52.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
28,498 $30,347,520

All Filings in CAT

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,246,350 11,500
2026-06-30 $10,861,980 10,200
2026-06-30 $30,347,520 28,498
2026-03-31 $708,460 1,000
2026-03-31 $850,152 1,200
2025-12-31 $30,521,367 53,278
2025-09-30 $60,849,030 127,526
2025-06-30 $52,133,885 134,293
2024-12-31 $4,759,048 13,119
2024-09-30 $8,657,441 22,135
2024-06-30 $24,040,493 72,172
2023-06-30 $10,635,265 43,224
2023-03-31 $10,229,376 44,701
2022-09-30 $442,031 2,694
2022-06-30 $1,027,512 5,748
2021-12-31 $2,382,265 11,523
2021-09-30 $1,734,640 9,036
2021-06-30 $6,789,403 31,197
2021-03-31 $580,602 2,504