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Equibles

IEQ CAPITAL, LLC

Position in CAT — Caterpillar Inc

CIK 1779789 Foster City, CA
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$40,157,378
+$17,619,849 QoQ
Shares Held
37,710
+18.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#402
of 4,051 holders
Holding Since
Mar 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 Jun 30, 2026

IEQ CAPITAL, LLC holds $73,821,345 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		37,710 $40,157,378
2 OSK
Oshkosh Corp
 131,545 $20,189,526
3 DE
Deere & Co
 8,413 $5,336,618
4 BLBD
Blue Bird Corp
 27,422 $2,165,241
5 LNN
Lindsay Corp
 13,686 $1,694,326
6 TEX
Terex Corp
 16,659 $1,205,945
7 CMCO
Columbus Mckinnon Corp
 59,126 $894,576
8 ASTE
Astec Industries Inc
 13,192 $807,218

All Filings in CAT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,157,378 37,710
2026-03-31 $22,537,529 31,812
2025-12-31 $18,666,968 32,585
2025-09-30 $17,274,261 36,203
2025-06-30 $7,628,714 19,651
2025-03-31 $7,582,761 22,992
2024-12-31 $6,721,941 18,530
2024-09-30 $11,092,163 28,360
2024-06-30 $7,875,149 23,642
2024-03-31 $7,760,986 21,180
2023-12-31 $5,643,452 19,087
2023-09-30 $5,685,771 20,827
2023-06-30 $4,894,180 19,891
2023-03-31 $4,531,489 19,802
2022-12-31 $4,849,891 20,245
2022-09-30 $2,818,073 17,175
2022-06-30 $3,844,769 21,508
2022-03-31 $4,789,070 21,493
2021-12-31 $4,377,305 21,173
2021-09-30 $3,640,134 18,962
2021-06-30 $3,525,169 16,198
2021-03-31 $3,261,482 14,066
2020-09-30 $348,563 2,337
2020-03-31 $450,814 3,885