Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$21,413,009
+$7,768,778 QoQ
Shares Held
20,108
+4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#546
of 4,045 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Callan Family Office, LLC holds $33,460,740 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
20,108 | $21,413,009 | |
| 2 | DE |
Deere & Co
|
6,703 | $4,251,913 | |
| 3 | OSK |
Oshkosh Corp
|
15,750 | $2,417,310 | |
| 4 | AGCO |
Agco Corp /De
|
18,682 | $2,236,235 | |
| 5 | CNH |
CNH Industrial N.V.
|
110,873 | $1,245,103 | |
| 6 | PCAR |
Paccar Inc
|
9,413 | $1,130,689 | |
| 7 | TEX |
Terex Corp
|
6,449 | $466,843 | |
| 8 | FSS |
Federal Signal Corp /De/
|
2,332 | $299,638 |
All Filings in CAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,413,009 | 20,108 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,644,231 | 19,259 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,223,096 | 19,591 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,262,223 | 15,220 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,729,620 | 17,335 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,507,186 | 4,570 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,627,729 | 12,757 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $838,561 | 2,144 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $686,519 | 2,061 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $318,794 | 870 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $494,360 | 1,672 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $423,150 | 1,550 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $417,054 | 1,695 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $394,749 | 1,725 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,773,549 | 15,752 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||