Position in CAT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,583,355
+$815,469 QoQ
Shares Held
10,704
-9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Truvestments Capital LLC holds $8,718,356 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
10,704 | $7,583,355 | |
| 2 | HY |
Hyster-Yale, Inc.
|
31,546 | $1,025,560 | |
| 3 | DE |
Deere & Co
|
63 | $35,487 | |
| 4 | WNC |
WABASH NATIONAL Corp
|
3,530 | $30,428 | |
| 5 | CNH |
CNH Industrial N.V.
|
2,001 | $22,011 | |
| 6 | PCAR |
Paccar Inc
|
93 | $10,741 | |
| 7 | BLBD |
Blue Bird Corp
|
171 | $9,711 | |
| 8 | TEX |
Terex Corp
|
18 | $1,063 |
All Filings in CAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,583,355 | 10,704 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,767,886 | 11,814 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,829,818 | 12,218 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,243,552 | 13,507 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,487,588 | 13,607 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,698,700 | 10,196 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,844,709 | 9,830 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,271,375 | 9,821 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,559,867 | 9,715 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,005,781 | 10,166 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,901,717 | 10,629 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,587,215 | 10,515 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,322,954 | 10,151 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,377,633 | 9,925 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,498,050 | 9,130 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,673,372 | 9,361 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,187,869 | 9,819 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,120,532 | 10,257 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,964,620 | 10,234 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,102,305 | 9,660 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,920,579 | 8,283 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,333,114 | 7,324 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,049,717 | 7,038 | 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. | ||||||