Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$849,790
+$261,769 QoQ
Shares Held
798
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,644
of 4,045 holders
Holding Since
Mar 2021
11 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, 2026D.B. Root & Company, LLC holds $1,177,957 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
798 | $849,790 | |
| 2 | PCAR |
Paccar Inc
|
2,732 | $328,167 |
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,790 | 798 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $588,021 | 830 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $517,874 | 904 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $426,094 | 893 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $322,602 | 831 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $313,639 | 951 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $347,524 | 958 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $369,217 | 944 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $289,130 | 868 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $272,623 | 744 | Shares | Sole | 2024-04-17 | |
| 2021-03-31 | $203,349 | 877 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||