Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,052,302
+$5,566,386 QoQ
Shares Held
15,074
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#651
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2
PutShares
200
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, 2026Larson Financial Group LLC holds $19,722,099 across 14 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
15,074 | $16,052,302 | |
| 2 | DE |
Deere & Co
|
5,153 | $3,268,702 | |
| 3 | PCAR |
Paccar Inc
|
1,913 | $229,789 | |
| 4 | AGCO |
Agco Corp /De
|
1,162 | $139,091 | |
| 5 | BLBD |
Blue Bird Corp
|
143 | $11,291 | |
| 6 | AEBI |
Aebi Schmidt Holding AG
|
710 | $8,910 | |
| 7 | OSK |
Oshkosh Corp
|
36 | $5,525 | |
| 8 | FSS |
Federal Signal Corp /De/
|
27 | $3,469 |
All Filings in CAT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2 | 200 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $16,052,302 | 15,074 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,485,916 | 14,801 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,772 | 100 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $7,398,616 | 12,915 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,549,518 | 7,439 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,250,841 | 5,798 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,623,605 | 4,923 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,607,026 | 4,430 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,694,722 | 4,333 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,147,529 | 3,445 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $563,935 | 1,539 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $396,493 | 1,341 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $349,167 | 1,279 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $559,517 | 2,274 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $508,482 | 2,222 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $498,524 | 2,081 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $343,255 | 2,092 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $140,326 | 785 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $174,468 | 783 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $162,497 | 786 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $62,198 | 324 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $75,299 | 346 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $80,227 | 346 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $94,468 | 519 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $215,820 | 1,447 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $137,632 | 1,088 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $126,019 | 1,086 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||