Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,516,182
+$2,000,096 QoQ
Shares Held
5,180
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#1,164
of 4,031 holders
Holding Since
Jun 2024
9 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, 2026Root Financial Partners, LLC holds $6,062,974 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
5,180 | $5,516,182 | |
| 2 | DE |
Deere & Co
|
862 | $546,792 |
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,516,182 | 5,180 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,516,086 | 4,963 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,838,339 | 3,209 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,709,151 | 3,582 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,208,885 | 3,114 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $560,989 | 1,701 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $716,088 | 1,974 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $641,436 | 1,640 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,393,024 | 4,182 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||