Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,601,609
+$618,267 QoQ
Shares Held
1,504
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#2,087
of 4,031 holders
Holding Since
Dec 2021
18 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, 2026SJS Investment Consulting Inc. holds $1,935,162 across 17 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,504 | $1,601,609 | |
| 2 | DE |
Deere & Co
|
281 | $178,246 | |
| 3 | AGCO |
Agco Corp /De
|
414 | $49,555 | |
| 4 | OSK |
Oshkosh Corp
|
223 | $34,226 | |
| 5 | PCAR |
Paccar Inc
|
217 | $26,065 | |
| 6 | CNH |
CNH Industrial N.V.
|
2,278 | $25,581 | |
| 7 | LNN |
Lindsay Corp
|
58 | $7,180 | |
| 8 | BLBD |
Blue Bird Corp
|
69 | $5,447 |
All Filings in CAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,609 | 1,504 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $983,342 | 1,388 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,359,993 | 2,374 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,106,510 | 2,319 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $519,812 | 1,339 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $446,548 | 1,354 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $491,176 | 1,354 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $535,052 | 1,368 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $456,013 | 1,369 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $501,641 | 1,369 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $377,274 | 1,276 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $348,348 | 1,276 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $311,990 | 1,268 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $290,168 | 1,268 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $304,240 | 1,270 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $215,272 | 1,312 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $289,219 | 1,298 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $265,454 | 1,284 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||