Byrne Asset Management LLC

Position in CAT — Caterpillar Inc

CIK 1911322 KINGSTON, NJ

Position in CAT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,663,256

+$1,017,158 QoQ

Shares Held

3,440

-7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.64%

of 13F equity value

Holder Rank

#517

of 1,774 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Byrne Asset Management LLC holds $5,295,241 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,440	$3,663,256
2	DE	Deere & Co	2,292	$1,453,884
3	TWI	Titan International Inc	23,100	$178,101

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,663,256	3,440	-7.9%	Shares	Sole	2026-07-07
2026-03-31	$2,646,098	3,735	-4.2%	Shares	Sole	2026-04-02
2025-12-31	$2,233,047	3,898	+1.7%	Shares	Sole	2026-01-12
2025-09-30	$1,828,438	3,832	-2.7%	Shares	Sole	2025-10-22
2025-06-30	$1,529,159	3,939	+2.3%	Shares	Sole	2025-07-09
2025-03-31	$1,270,389	3,852	-6.8%	Shares	Sole	2025-04-16
2024-12-31	$1,500,012	4,135	-0.8%	Shares	Sole	2025-01-28
2024-09-30	$1,630,579	4,169	-1.2%	Shares	Sole	2025-01-29
2024-06-30	$1,405,348	4,219	-1.7%	Shares	Sole	2024-07-23
2024-03-31	$1,572,717	4,292	-3.2%	Shares	Sole	2024-04-22
2023-12-31	$1,311,296	4,435	-4.5%	Shares	Sole	2024-01-29
2023-09-30	$1,267,539	4,643	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$1,141,425	4,639	+1.8%	Shares	Sole	2023-07-21
2023-03-31	$1,042,366	4,555	-6.5%	Shares	Sole	2023-04-17
2022-12-31	$1,167,136	4,872	-10.7%	Shares	Sole	2023-01-30
2022-09-30	$895,220	5,456	+2.5%	Shares	Sole	2022-10-19
2022-06-30	$951,181	5,321	-0.2%	Shares	Sole	2022-07-20
2022-03-31	$1,188,299	5,333	+8.8%	Shares	Sole	2022-04-05
2021-12-31	$1,013,646	4,903	—	Shares	Sole	2022-02-22
No filing history on record for this holder in this stock.