Position in CAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$384,532,250
+$61,831,142 QoQ
Shares Held
542,772
-3.6% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 81%
Shared 1%
None 18%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Corient Private Wealth LLC holds $930,134,974 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
542,772 | $384,532,250 | |
| 2 | DE |
Deere & Co
|
647,766 | $364,886,587 | |
| 3 | PCAR |
Paccar Inc
|
1,406,536 | $162,454,907 | |
| 4 | AGCO |
Agco Corp /De
|
81,540 | $9,448,039 | |
| 5 | OSK |
Oshkosh Corp
|
42,298 | $6,226,688 | |
| 6 | FSS |
Federal Signal Corp /De/
|
7,759 | $839,058 | |
| 7 | CNH |
CNH Industrial N.V.
|
60,187 | $662,057 | |
| 8 | AEBI |
Aebi Schmidt Holding AG
|
45,119 | $438,105 |
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,532,250 | 542,772 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $322,701,108 | 563,306 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $168,311,320 | 352,743 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $220,347,606 | 567,599 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $208,746,249 | 632,948 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $254,962,236 | 702,840 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $276,251,184 | 706,308 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $238,912,310 | 717,239 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $266,560,969 | 727,454 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $219,869,672 | 743,632 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $193,982,880 | 710,560 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $174,840,177 | 710,588 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $147,786,016 | 645,805 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $93,678,500 | 391,044 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||