Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,984,914
+$1,005,477 QoQ
Shares Held
2,803
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,577
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CVA Family Office, LLC holds $3,675,862 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,803 | $2,984,914 | |
| 2 | DE |
Deere & Co
|
742 | $470,672 | |
| 3 | PCAR |
Paccar Inc
|
1,330 | $159,759 | |
| 4 | OSK |
Oshkosh Corp
|
118 | $18,110 | |
| 5 | CNH |
CNH Industrial N.V.
|
1,369 | $15,373 | |
| 6 | AGCO |
Agco Corp /De
|
108 | $12,927 | |
| 7 | FSS |
Federal Signal Corp /De/
|
55 | $7,066 | |
| 8 | TEX |
Terex Corp
|
95 | $6,877 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,984,914 | 2,803 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,979,437 | 2,794 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,467,120 | 2,561 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,217,209 | 2,551 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $985,276 | 2,538 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $860,448 | 2,609 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $881,144 | 2,429 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $927,736 | 2,372 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $821,091 | 2,465 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,075,105 | 2,934 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $851,825 | 2,881 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $825,006 | 3,022 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $692,138 | 2,813 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $599,560 | 2,620 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $663,581 | 2,770 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $429,069 | 2,615 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $210,936 | 1,180 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $347,599 | 1,560 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $170,560 | 825 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $81,395 | 424 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $226,335 | 1,040 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $128,687 | 555 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $61,886 | 340 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $63,239 | 424 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $53,636 | 424 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $49,200 | 424 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||