Truvestments Capital LLC

Position in CAT — Caterpillar Inc

CIK 1750405 SARASOTA, FL

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,369,937

+$3,786,582 QoQ

Shares Held

10,677

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#790

of 4,051 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Truvestments Capital LLC holds $12,483,677 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	10,677	$11,369,937
2	HY	Hyster-Yale, Inc.	29,049	$1,018,457
3	WNC	WABASH NATIONAL Corp	3,437	$46,399
4	DE	Deere & Co	48	$30,447
5	BLBD	Blue Bird Corp	171	$13,502
6	PCAR	Paccar Inc	41	$4,924
7	CNH	CNH Industrial N.V.	1	$11

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,369,937	10,677	-0.3%	Shares	Sole	2026-08-12
2026-03-31	$7,583,355	10,704	-9.4%	Shares	Sole	2026-05-13
2025-12-31	$6,767,886	11,814	-3.3%	Shares	Sole	2026-02-13
2025-09-30	$5,829,818	12,218	-9.5%	Shares	Sole	2025-11-14
2025-06-30	$5,243,552	13,507	-0.7%	Shares	Sole	2025-08-13
2025-03-31	$4,487,588	13,607	+33.5%	Shares	Sole	2025-05-14
2024-12-31	$3,698,700	10,196	+3.7%	Shares	Sole	2025-02-10
2024-09-30	$3,844,709	9,830	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$3,271,375	9,821	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$3,559,867	9,715	-4.4%	Shares	Sole	2024-05-14
2023-12-31	$3,005,781	10,166	-4.4%	Shares	Sole	2024-02-14
2023-09-30	$2,901,717	10,629	+1.1%	Shares	Sole	2023-11-13
2023-06-30	$2,587,215	10,515	+3.6%	Shares	Sole	2023-08-10
2023-03-31	$2,322,954	10,151	+2.3%	Shares	Sole	2023-05-12
2022-12-31	$2,377,633	9,925	+8.7%	Shares	Sole	2023-02-14
2022-09-30	$1,498,050	9,130	-2.5%	Shares	Sole	2022-11-15
2022-06-30	$1,673,372	9,361	-4.7%	Shares	Sole	2022-08-09
2022-03-31	$2,187,869	9,819	-4.3%	Shares	Sole	2022-05-02
2021-12-31	$2,120,532	10,257	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$1,964,620	10,234	+5.9%	Shares	Sole	2021-10-29
2021-06-30	$2,102,305	9,660	+16.6%	Shares	Sole	2021-08-12
2021-03-31	$1,920,579	8,283	+13.1%	Shares	Sole	2021-05-18
2020-12-31	$1,333,114	7,324	+4.1%	Shares	Sole	2021-02-17
2020-09-30	$1,049,717	7,038	+1208.2%	Shares	Sole	2020-11-13
2020-06-30	$68,057	538	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.