Holocene Advisors, LP

Position in CAT — Caterpillar Inc

CIK 1700574 New York, NY

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Position in CAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$207,534,147

+$207,534,147 QoQ

Shares Held

292,937

Ownership

0.064%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Dec 31, 2025

CallValue

$85,930,500

CallShares

150,000

PutValue

PutShares

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 Mar 31, 2026

Holocene Advisors, LP holds $305,211,622 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	292,937	$207,534,147
2	DE	Deere & Co	107,711	$60,673,606
3	TEX	Terex Corp	626,123	$37,003,869

All Filings in CAT

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$207,534,147	292,937	+95.3%	Shares	Sole	2026-05-15
2025-12-31	$85,930,500	150,000	-16.7%	Call	Sole	2026-02-17
2025-09-30	$85,887,000	180,000	-43.9%	Call	Sole	2025-11-14
2023-09-30	$87,528,987	320,619	-11.6%	Shares	Sole	2023-11-14
2020-06-30	$45,856,250	362,500	—	Put	Sole	2020-08-14
No filing history on record for this holder in this stock.