Global Retirement Partners, LLC
PensionPosition in CAT — Caterpillar Inc
CIK 1749744
San Rafael, CA
Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,467,024
+$13,688,586 QoQ
Shares Held
24,854
+11.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#488
of 4,030 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $32,712,563 across 14 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
24,854 | $26,467,024 | |
| 2 | DE |
Deere & Co
|
6,133 | $3,890,345 | |
| 3 | PCAR |
Paccar Inc
|
13,805 | $1,658,256 | |
| 4 | FSS |
Federal Signal Corp /De/
|
1,618 | $207,896 | |
| 5 | LNN |
Lindsay Corp
|
1,034 | $128,009 | |
| 6 | CNH |
CNH Industrial N.V.
|
11,079 | $124,417 | |
| 7 | AGCO |
Agco Corp /De
|
666 | $79,720 | |
| 8 | OSK |
Oshkosh Corp
|
460 | $70,600 |
All Filings in CAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,467,024 | 24,854 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $12,778,438 | 22,306 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,579,634 | 17,981 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,289,778 | 16,202 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,348,792 | 20,258 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,981,679 | 22,964 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,483,424 | 22,466 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,047,914 | 19,234 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,578,405 | 18,867 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,584,215 | 20,455 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,894,180 | 19,891 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,243,151 | 18,542 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,391,613 | 18,332 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,073,382 | 18,731 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,246,460 | 18,161 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,277,698 | 19,198 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $3,392,877 | 17,674 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,605,476 | 16,567 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,581,464 | 15,446 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $997,833 | 5,482 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $814,806 | 5,463 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $680,696 | 5,381 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $594,705 | 5,125 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||