Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$225,987,753
+$73,623,512 QoQ
Shares Held
212,215
-1.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#139
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026NewEdge Advisors, LLC holds $256,515,615 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
212,215 | $225,987,753 | |
| 2 | DE |
Deere & Co
|
43,459 | $27,567,347 | |
| 3 | PCAR |
Paccar Inc
|
17,008 | $2,043,000 | |
| 4 | OSK |
Oshkosh Corp
|
3,882 | $595,809 | |
| 5 | CNH |
CNH Industrial N.V.
|
15,978 | $179,432 | |
| 6 | HY |
Hyster-Yale, Inc.
|
1,428 | $50,065 | |
| 7 | FSS |
Federal Signal Corp /De/
|
277 | $35,591 | |
| 8 | ALG |
Alamo Group Inc
|
150 | $24,673 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,987,753 | 212,215 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $152,364,241 | 215,064 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $133,856,231 | 233,659 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $100,083,643 | 209,753 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $84,109,190 | 216,659 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $67,653,852 | 205,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,435,632 | 185,896 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $75,660,990 | 193,447 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,676,395 | 191,163 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $65,825,118 | 179,639 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $51,473,190 | 174,090 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $46,125,807 | 168,959 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,581,309 | 67,390 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,631,541 | 59,568 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,890,407 | 57,983 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,985,677 | 54,764 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,652,682 | 53,998 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $11,075,268 | 49,705 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,846,819 | 47,629 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,664,842 | 29,509 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,596,790 | 25,717 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,668,757 | 24,448 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,135,494 | 22,720 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,769,071 | 31,975 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,865,713 | 30,559 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $3,533,998 | 30,455 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||