Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$40,662,141
+$16,642,514 QoQ
Shares Held
38,184
+12.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#393
of 4,031 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Farther Finance Advisors, LLC holds $53,001,886 across 21 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
38,184 | $40,662,141 | |
| 2 | DE |
Deere & Co
|
13,429 | $8,518,417 | |
| 3 | PCAR |
Paccar Inc
|
17,646 | $2,119,637 | |
| 4 | CNH |
CNH Industrial N.V.
|
45,652 | $512,671 | |
| 5 | TEX |
Terex Corp
|
4,137 | $299,477 | |
| 6 | FSS |
Federal Signal Corp /De/
|
1,867 | $239,890 | |
| 7 | AGCO |
Agco Corp /De
|
1,588 | $190,083 | |
| 8 | OSK |
Oshkosh Corp
|
1,170 | $179,571 |
All Filings in CAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,662,141 | 38,184 | Shares | Sole | 2026-07-17 | |
| 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. | ||||||