Position in CAT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$13,583,864
+$4,825,174 QoQ
Shares Held
12,756
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#724
of 4,045 holders
Holding Since
Dec 2021
17 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, 2026CoreCap Advisors, LLC holds $14,909,272 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
12,756 | $13,583,864 | |
| 2 | DE |
Deere & Co
|
1,579 | $1,001,607 | |
| 3 | PCAR |
Paccar Inc
|
1,252 | $150,390 | |
| 4 | TEX |
Terex Corp
|
1,958 | $141,739 | |
| 5 | AGCO |
Agco Corp /De
|
127 | $15,201 | |
| 6 | OSK |
Oshkosh Corp
|
85 | $13,045 | |
| 7 | CNH |
CNH Industrial N.V.
|
112 | $1,257 | |
| 8 | FSS |
Federal Signal Corp /De/
|
6 | $770 |
All Filings in CAT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,583,864 | 12,756 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,758,690 | 12,363 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,823,103 | 4,928 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,217,793 | 4,648 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,580,402 | 4,071 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,604,147 | 4,864 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,458,657 | 4,021 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,717,016 | 4,390 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $3,217,255 | 8,780 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,965,909 | 6,649 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,100,463 | 4,031 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $2,085,519 | 8,476 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $1,055,022 | 4,404 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $803,499 | 4,897 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $2,049,304 | 11,464 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $810,619 | 3,638 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,219,766 | 5,900 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||