Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,656,277
+$4,420,084 QoQ
Shares Held
12,824
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#719
of 4,031 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026New Age Alpha Advisors, LLC holds $33,125,158 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
12,824 | $13,656,277 | |
| 2 | DE |
Deere & Co
|
12,623 | $8,007,147 | |
| 3 | OSK |
Oshkosh Corp
|
28,865 | $4,430,200 | |
| 4 | CNH |
CNH Industrial N.V.
|
277,552 | $3,116,908 | |
| 5 | AGCO |
Agco Corp /De
|
16,272 | $1,947,758 | |
| 6 | TEX |
Terex Corp
|
19,694 | $1,425,648 | |
| 7 | FSS |
Federal Signal Corp /De/
|
2,722 | $349,749 | |
| 8 | PCAR |
Paccar Inc
|
1,594 | $191,471 |
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,656,277 | 12,824 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,236,193 | 13,037 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,762,388 | 13,550 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,876,421 | 18,603 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,776,622 | 20,032 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,752,325 | 20,474 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,067,678 | 27,753 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||