Position in CAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,537,529
+$3,870,561 QoQ
Shares Held
31,812
-2.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026IEQ CAPITAL, LLC holds $63,980,106 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
31,812 | $22,537,529 | |
| 2 | OSK |
Oshkosh Corp
|
84,913 | $12,500,042 | |
| 3 | CNH |
CNH Industrial N.V.
|
738,995 | $8,128,945 | |
| 4 | DE |
Deere & Co
|
12,415 | $6,993,369 | |
| 5 | PCAR |
Paccar Inc
|
47,428 | $5,477,934 | |
| 6 | TEX |
Terex Corp
|
54,427 | $3,216,635 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
134,304 | $1,951,437 | |
| 8 | BLBD |
Blue Bird Corp
|
29,024 | $1,648,272 |
All Filings in CAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,537,529 | 31,812 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,666,968 | 32,585 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $17,274,261 | 36,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,628,714 | 19,651 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,582,761 | 22,992 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $6,721,941 | 18,530 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $11,092,163 | 28,360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,875,149 | 23,642 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $7,760,986 | 21,180 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $5,643,452 | 19,087 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $5,685,771 | 20,827 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $4,894,180 | 19,891 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $4,531,489 | 19,802 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,849,891 | 20,245 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,818,073 | 17,175 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,844,769 | 21,508 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,789,070 | 21,493 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,377,305 | 21,173 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,640,134 | 18,962 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,525,169 | 16,198 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,261,482 | 14,066 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $348,563 | 2,337 | Shares | Other | 2020-11-03 | |
| 2020-03-31 | $450,814 | 3,885 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||