Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,587,829
+$7,049,141 QoQ
Shares Held
17,455
+7.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#598
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Dec 31, 2021CallValue
$82,696
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $26,717,782 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
17,455 | $18,587,829 | |
| 2 | DE |
Deere & Co
|
6,591 | $4,180,869 | |
| 3 | TEX |
Terex Corp
|
16,522 | $1,196,027 | |
| 4 | PCAR |
Paccar Inc
|
7,941 | $953,872 | |
| 5 | BLBD |
Blue Bird Corp
|
9,514 | $751,225 | |
| 6 | OSK |
Oshkosh Corp
|
2,800 | $429,744 | |
| 7 | AGCO |
Agco Corp /De
|
3,351 | $401,114 | |
| 8 | ASTE |
Astec Industries Inc
|
3,548 | $217,102 |
All Filings in CAT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,587,829 | 17,455 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,538,688 | 16,287 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,882,922 | 15,506 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,661,014 | 13,960 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,030,813 | 12,959 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,161,792 | 9,587 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,476,329 | 9,583 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,989,330 | 7,643 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,129,508 | 6,393 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,414,040 | 6,588 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,228,169 | 7,536 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,019,381 | 7,397 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,732,192 | 7,040 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,541,695 | 6,737 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,537,735 | 6,419 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,094,413 | 6,670 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,147,639 | 6,420 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,290,127 | 5,790 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,065,124 | 5,152 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $82,696 | 400 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $942,380 | 4,909 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,074,656 | 4,938 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,085,847 | 4,683 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $630,153 | 3,462 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $478,324 | 3,207 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $338,640 | 2,677 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $262,598 | 2,263 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||