Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$279,003
+$46,631 QoQ
Shares Held
262
-46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,578
of 4,031 holders
Holding Since
Sep 2025
2 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, 2026GERBER, LLC holds $505,068 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
262 | $279,003 | |
| 2 | PCAR |
Paccar Inc
|
1,882 | $226,065 |
All Filings in CAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,003 | 262 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $232,372 | 487 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||