Position in CAT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$13,301,665
+$3,352,053 QoQ
Shares Held
12,491
-11.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#728
of 4,031 holders
Holding Since
Mar 2020
25 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, 2026CX Institutional holds $15,799,762 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
12,491 | $13,301,665 | |
| 2 | DE |
Deere & Co
|
2,951 | $1,871,907 | |
| 3 | PCAR |
Paccar Inc
|
4,684 | $562,642 | |
| 4 | OSK |
Oshkosh Corp
|
311 | $47,732 | |
| 5 | AGCO |
Agco Corp /De
|
98 | $11,730 | |
| 6 | AEBI |
Aebi Schmidt Holding AG
|
254 | $3,187 | |
| 7 | FSS |
Federal Signal Corp /De/
|
7 | $899 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,301,665 | 12,491 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $9,949,612 | 14,044 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $15,010,339 | 26,202 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,427,848 | 26,046 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $12,779,873 | 32,920 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,196,756 | 30,918 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $9,212,290 | 25,395 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,477,322 | 26,788 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $918,023 | 2,756 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,000,720 | 2,731 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $845,911 | 2,861 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $807,807 | 2,959 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $733,967 | 2,983 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $673,704 | 2,944 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $679,392 | 2,836 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $1,871,438 | 10,469 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,291,703 | 10,285 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $259,872 | 1,257 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $184,867 | 963 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $227,640 | 1,046 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $255,288 | 1,101 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,041,372 | 16,709 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $3,158,400 | 21,176 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $64,768 | 512 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $47,576 | 410 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||