Position in CAT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,838,798
-$44,884,708 QoQ
Shares Held
4,007
-95.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
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, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $21,331,356 across 4 Farm & Heavy Construction Machinery names. CAT ranks #3 (13.3% of the industry book) .
All Filings in CAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,838,798 | 4,007 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,723,506 | 83,306 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,786,464 | 98,054 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,683,717 | 112,526 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,214,909 | 94,648 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $884,045 | 2,437 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,251,582 | 3,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,093,865 | 6,286 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,042,087 | 11,031 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,569,577 | 15,455 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,458,909 | 16,333 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,621,802 | 18,784 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,238,344 | 18,521 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,743,872 | 53,197 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,063,363 | 91,805 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,444,294 | 97,585 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,511,519 | 105,518 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $13,643,185 | 65,992 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,979,232 | 41,565 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,909,336 | 40,938 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,115,681 | 35,001 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,462,965 | 30,013 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,339,419 | 35,799 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,511,731 | 43,571 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,980,817 | 51,541 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||