Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$124,593
+$55,164 QoQ
Shares Held
117
+19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,883
of 4,031 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$776
PutShares
2
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Covestor Ltd holds $2,811,224 across 18 Farm & Heavy Construction Machinery names. CAT ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OSK |
Oshkosh Corp
|
6,561 | $1,006,982 | |
| 2 | DE |
Deere & Co
|
1,189 | $754,218 | |
| 3 | PCAR |
Paccar Inc
|
4,505 | $541,140 | |
| 4 | CMCO |
Columbus Mckinnon Corp
|
10,270 | $155,385 | |
| 5 | CAT |
Caterpillar Inc
This page
|
117 | $124,593 | |
| 6 | TEX |
Terex Corp
|
700 | $50,673 | |
| 7 | FSS |
Federal Signal Corp /De/
|
344 | $44,200 | |
| 8 | CNH |
CNH Industrial N.V.
|
3,584 | $40,248 |
All Filings in CAT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,593 | 117 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $69,429 | 98 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $123,739 | 216 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $103,541 | 217 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $776 | 2 | Put | Sole | 2025-08-11 | |
| 2025-06-30 | $171,588 | 442 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $133,898 | 406 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $133,495 | 368 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $150,972 | 386 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $123,247 | 370 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $148,037 | 404 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $127,138 | 430 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $132,951 | 487 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $546 | 2 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $115,151 | 468 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $99,087 | 433 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $135,351 | 565 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $98,776 | 602 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $139,969 | 783 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $217,917 | 978 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $83,109 | 402 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||