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Riverwater Partners LLC

Position in CAT — Caterpillar Inc

CIK 1882572 Milwaukee, WI

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$207,655
-$321,053 QoQ
Shares Held
195
-91.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,829
of 4,045 holders
Holding Since
Dec 2021
6 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

Riverwater Partners LLC holds $658,345 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (31.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CAT
Caterpillar Inc
This page
195 $207,655

All Filings in CAT

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $207,655 195
2022-12-31 $528,708 2,207
2022-09-30 $363,273 2,214
2022-06-30 $395,059 2,210
2022-03-31 $496,665 2,229
2021-12-31 $452,967 2,191