Position in CAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,107,319
+$1,310,320 QoQ
Shares Held
3,857
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,360
of 4,031 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026LRI Investments, LLC holds $6,119,380 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,857 | $4,107,319 | |
| 2 | DE |
Deere & Co
|
2,390 | $1,516,048 | |
| 3 | PCAR |
Paccar Inc
|
2,064 | $247,926 | |
| 4 | OSK |
Oshkosh Corp
|
1,097 | $168,367 | |
| 5 | AGCO |
Agco Corp /De
|
407 | $48,717 | |
| 6 | TEX |
Terex Corp
|
385 | $27,869 | |
| 7 | FSS |
Federal Signal Corp /De/
|
17 | $2,184 | |
| 8 | CNH |
CNH Industrial N.V.
|
70 | $786 |
All Filings in CAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,107,319 | 3,857 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,796,999 | 3,948 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,241,639 | 3,913 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,892,853 | 3,967 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,487,232 | 3,831 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,266,761 | 3,841 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,393,361 | 3,841 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,506,202 | 3,851 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $621,230 | 1,865 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $678,261 | 1,851 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||