Traynor Capital Management, Inc.

Position in CAT — Caterpillar Inc

CIK 1666786 MALVERN, PA

Position in CAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$22,501,337

+$11,899,234 QoQ

Shares Held

21,130

+41.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#524

of 4,031 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Traynor Capital Management, Inc. holds $34,169,273 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	21,130	$22,501,337
2	DE	Deere & Co	17,983	$11,407,156
3	PCAR	Paccar Inc	2,171	$260,780

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,501,337	21,130	+41.2%	Shares	Sole	2026-07-22
2026-03-31	$10,602,103	14,965	+9.2%	Shares	Sole	2026-05-15
2025-12-31	$7,852,329	13,707	+3.2%	Shares	Sole	2026-01-12
2025-09-30	$6,335,120	13,277	+6.3%	Shares	Sole	2025-11-03
2025-06-30	$4,850,683	12,495	-4.8%	Shares	Sole	2025-08-07
2025-03-31	$4,327,965	13,123	-1.0%	Shares	Sole	2025-05-12
2024-12-31	$4,810,197	13,260	+17.6%	Shares	Sole	2025-01-17
2024-09-30	$4,408,313	11,271	+4.5%	Shares	Sole	2024-10-25
2024-06-30	$3,593,815	10,789	+1.3%	Shares	Sole	2024-07-24
2024-03-31	$3,904,311	10,655	+0.9%	Shares	Sole	2024-04-12
2023-12-31	$3,121,683	10,558	+4.8%	Shares	Sole	2024-01-18
2023-09-30	$2,751,567	10,079	-1.6%	Shares	Sole	2023-10-16
2023-06-30	$2,520,536	10,244	+2.3%	Shares	Sole	2023-07-28
2023-03-31	$2,291,603	10,014	-0.7%	Shares	Sole	2023-04-21
2022-12-31	$2,415,483	10,083	-4.2%	Shares	Sole	2023-01-27
2022-09-30	$1,726,121	10,520	-10.6%	Shares	Sole	2022-11-15
2022-06-30	$2,103,826	11,769	-4.5%	Shares	Sole	2022-07-28
2022-03-31	$2,745,142	12,320	+8.7%	Shares	Sole	2022-04-13
2021-12-31	$2,344,018	11,338	+18.4%	Shares	Sole	2022-02-01
2021-09-30	$1,838,496	9,577	—	Shares	Sole	2021-10-25
No filing history on record for this holder in this stock.