Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,554,935
+$5,884,819 QoQ
Shares Held
15,546
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#639
of 4,031 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, 2026JACKSON SQUARE CAPITAL, LLC holds $16,911,331 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
15,546 | $16,554,935 | |
| 2 | PCAR |
Paccar Inc
|
2,967 | $356,396 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,554,935 | 15,546 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,670,116 | 15,061 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,403,309 | 9,432 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,476,144 | 9,381 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,385,608 | 11,297 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,746,857 | 11,361 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,126,653 | 16,889 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,485,160 | 16,581 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,130,106 | 12,399 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,682,975 | 12,780 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,723,076 | 12,592 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,445,804 | 19,948 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,138,561 | 16,820 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $622,673 | 2,721 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $814,983 | 3,402 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $574,115 | 3,499 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $834,272 | 4,667 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,028,759 | 4,617 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $961,754 | 4,652 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $920,304 | 4,794 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,188,477 | 5,461 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,283,168 | 5,534 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $773,585 | 4,250 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $637,914 | 4,277 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $515,867 | 4,078 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $37,364 | 322 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||