L2 Asset Management, LLC

Position in CAT — Caterpillar Inc

CIK 1686988 Wayland, MA

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,398,095

+$948,241 QoQ

Shares Held

3,191

-7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,474

of 4,045 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

L2 Asset Management, LLC holds $5,219,657 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,191	$3,398,095
2	DE	Deere & Co	2,306	$1,462,764
3	PCAR	Paccar Inc	2,987	$358,798

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,398,095	3,191	-7.7%	Shares	Sole	2026-08-13
2026-03-31	$2,449,854	3,458	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$2,076,080	3,624	+12.9%	Shares	Sole	2026-02-17
2025-09-30	$1,531,174	3,209	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,245,765	3,209	-19.3%	Shares	Sole	2025-08-14
2025-03-31	$1,310,955	3,975	-56.3%	Shares	Sole	2025-05-15
2024-12-31	$3,300,027	9,097	+1.5%	Shares	Sole	2025-02-14
2024-09-30	$3,504,435	8,960	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$3,023,881	9,078	+19.6%	Shares	Sole	2024-08-14
2024-03-31	$2,781,203	7,590	+16.2%	Shares	Sole	2024-05-15
2023-12-31	$1,931,612	6,533	+1922.6%	Shares	Sole	2024-02-13
2023-09-30	$88,179	323	-87.9%	Shares	Sole	2023-11-08
2023-06-30	$656,215	2,667	+37.9%	Shares	Sole	2023-08-11
2023-03-31	$442,576	1,934	-5.2%	Shares	Sole	2023-05-12
2022-12-31	$488,702	2,040	+6.9%	Shares	Sole	2023-02-14
2022-09-30	$313,228	1,909	+24.5%	Shares	Sole	2022-11-14
2022-06-30	$274,039	1,533	+6.8%	Shares	Sole	2022-08-15
2022-03-31	$319,746	1,435	-73.9%	Shares	Sole	2022-05-16
2021-03-31	$1,273,430	5,492	-20.0%	Shares	Sole	2021-05-17
2020-12-31	$1,249,385	6,864	-7.8%	Shares	Sole	2021-02-12
2020-09-30	$1,110,720	7,447	+13.5%	Shares	Sole	2020-11-16
2020-06-30	$829,713	6,559	+181.3%	Shares	Sole	2020-08-13
2020-03-31	$270,605	2,332	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.