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Next Level Private LLC

Position in CAT — Caterpillar Inc

CIK 1910366 HARRISON, NY

Position in CAT

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$1,267,231
+$241,381 QoQ
Shares Held
1,190
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,264
of 4,031 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, 2026

Next Level Private LLC holds $2,339,907 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
1,190 $1,267,231

All Filings in CAT

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,267,231 1,190
2026-03-31 $1,025,850 1,448
2025-12-31 $791,706 1,382
2025-09-30 $663,238 1,390
2025-06-30 $512,437 1,320
2025-03-31 $435,336 1,320
2024-12-31 $460,705 1,270
2024-09-30 $496,722 1,270
2024-06-30 $423,037 1,270
2024-03-31 $447,044 1,220
2023-12-31 $360,717 1,220
2023-09-30 $333,060 1,220
2023-06-30 $300,181 1,220
2022-12-31 $292,263 1,220
2022-09-30 $200,177 1,220
2022-03-31 $282,312 1,267
2021-12-31 $252,222 1,220