Position in CAT
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$24,019,627
+$5,868,814 QoQ
Shares Held
33,904
+7.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Farther Finance Advisors, LLC holds $34,798,320 across 21 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
33,904 | $24,019,627 | |
| 2 | DE |
Deere & Co
|
12,722 | $7,166,302 | |
| 3 | PCAR |
Paccar Inc
|
18,204 | $2,102,562 | |
| 4 | CNH |
CNH Industrial N.V.
|
44,878 | $493,658 | |
| 5 | AGCO |
Agco Corp /De
|
2,320 | $268,818 | |
| 6 | FSS |
Federal Signal Corp /De/
|
2,205 | $238,448 | |
| 7 | ASTE |
Astec Industries Inc
|
3,791 | $204,107 | |
| 8 | OSK |
Oshkosh Corp
|
803 | $118,209 |
All Filings in CAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,019,627 | 33,904 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $18,150,813 | 31,684 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,105,930 | 19,084 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,985,392 | 12,842 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,905,821 | 11,843 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,033,399 | 8,362 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,146,169 | 8,044 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,152,825 | 6,463 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,183,922 | 5,960 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,577,695 | 5,336 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $783,237 | 2,869 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $146,399 | 595 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $127,692 | 558 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $108,281 | 452 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||