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Tidemark, LLC

Position in CAT — Caterpillar Inc

CIK 2009591 SAN DIEGO, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,584,512
+$846,660 QoQ
Shares Held
2,427
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#1,683
of 4,031 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, 2026

Tidemark, LLC holds $2,605,170 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
2,427 $2,584,512

All Filings in CAT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,584,512 2,427
2026-03-31 $1,737,852 2,453
2025-12-31 $1,475,713 2,576
2025-09-30 $1,472,484 3,086
2025-06-30 $1,182,099 3,045
2025-03-31 $804,382 2,439
2024-12-31 $837,975 2,310
2024-09-30 $896,838 2,293
2024-06-30 $763,132 2,291
2024-03-31 $814,573 2,223
2023-12-31 $636,281 2,152