Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,833,757
+$613,789 QoQ
Shares Held
1,722
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#1,975
of 4,045 holders
Holding Since
Dec 2023
11 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, 2026One Degree Advisors Inc holds $2,794,356 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,722 | $1,833,757 | |
| 2 | PCAR |
Paccar Inc
|
7,997 | $960,599 |
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,833,757 | 1,722 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,219,968 | 1,722 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $985,909 | 1,721 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $821,175 | 1,721 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $644,428 | 1,660 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $534,605 | 1,621 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $585,857 | 1,615 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $631,658 | 1,615 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $537,956 | 1,615 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $591,784 | 1,615 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $477,507 | 1,615 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||