Rosenberg Matthew Hamilton

Position in CAT — Caterpillar Inc

CIK 1812103 GRAND JUNCTION, CO

Position in CAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,794,356

+$663,654 QoQ

Shares Held

1,685

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#1,999

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $2,283,801 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,685	$1,794,356
2	DE	Deere & Co	387	$245,485
3	PCAR	Paccar Inc	1,433	$172,131
4	AGCO	Agco Corp /De	500	$59,850
5	TEX	Terex Corp	161	$11,654
6	CNH	CNH Industrial N.V.	29	$325

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,794,356	1,685	+5.6%	Shares	Sole	2026-07-17
2026-03-31	$1,130,702	1,596	-0.2%	Shares	Sole	2026-04-07
2025-12-31	$916,592	1,600	0.0%	Shares	Sole	2026-01-05
2025-09-30	$763,440	1,600	+3.2%	Shares	Sole	2025-11-10
2025-06-30	$602,113	1,551	+9.8%	Shares	Sole	2025-07-28
2025-03-31	$465,677	1,412	+4.0%	Shares	Sole	2025-04-28
2024-12-31	$492,628	1,358	+14.9%	Shares	Sole	2025-01-14
2024-09-30	$462,303	1,182	+2.2%	Shares	Sole	2024-10-28
2024-06-30	$385,396	1,157	-4.1%	Shares	Sole	2024-07-26
2024-03-31	$442,281	1,207	-12.8%	Shares	Sole	2024-04-22
2023-12-31	$409,207	1,384	+1.7%	Shares	Sole	2024-01-16
2023-09-30	$371,553	1,361	0.0%	Shares	Sole	2023-10-11
2023-06-30	$334,874	1,361	-8.4%	Shares	Sole	2023-07-26
2023-03-31	$339,827	1,485	+4.2%	Shares	Sole	2023-04-17
2022-12-31	$341,373	1,425	0.0%	Shares	Sole	2023-01-19
2022-09-30	$233,814	1,425	+4.6%	Shares	Sole	2022-10-21
2022-06-30	$243,471	1,362	+0.7%	Shares	Sole	2022-07-15
2022-03-31	$301,252	1,352	+6.1%	Shares	Sole	2022-04-14
2021-12-31	$263,386	1,274	+3.2%	Shares	Sole	2022-01-20
2021-09-30	$236,890	1,234	+11.3%	Shares	Sole	2021-10-12
2021-06-30	$241,351	1,109	+12.1%	Shares	Sole	2021-07-26
2021-03-31	$229,319	989	+41.5%	Shares	Sole	2021-04-30
2020-12-31	$127,231	699	+19.5%	Shares	Sole	2021-02-03
2020-09-30	$87,252	585	0.0%	Shares	Sole	2020-10-16
2020-06-30	$74,002	585	-12.7%	Shares	Sole	2020-08-04
2020-03-31	$77,746	670	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.