Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$997,811
+$675,462 QoQ
Shares Held
937
+105.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,495
of 4,031 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Sagewood Asset Management LP holds $1,330,183 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
937 | $997,811 | |
| 2 | PCAR |
Paccar Inc
|
2,767 | $332,372 |
All Filings in CAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,811 | 937 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $322,349 | 455 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||