Stone House Investment Management, LLC
Position in CAT — Caterpillar Inc
CIK 1696497
TUNKHANNOCK, PA
Position in CAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$41,531
+$15,318 QoQ
Shares Held
39
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,955
of 4,031 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Stone House Investment Management, LLC holds $198,239 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (20.9% of the industry book) .
All Filings in CAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,531 | 39 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $26,213 | 37 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,196 | 37 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $17,177 | 36 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,199 | 34 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,596 | 20 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $7,822 | 20 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,326 | 31 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,664 | 10 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||