Position in CAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,672,840
+$1,085,545 QoQ
Shares Held
3,449
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,423
of 4,031 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$2,023,310
CallShares
1,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026ZEGA Investments, LLC holds $5,919,214 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.0% of the industry book) .
All Filings in CAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,672,840 | 3,449 | Shares | Sole | 2026-07-31 | |
| 2026-06-30 | $2,023,310 | 1,900 | Call | Sole | 2026-07-31 | |
| 2026-03-31 | $1,346,074 | 1,900 | Call | Sole | 2026-05-11 | |
| 2026-03-31 | $2,587,295 | 3,652 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,096,131 | 3,659 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,996,395 | 4,184 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $650,639 | 1,676 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $688,292 | 2,087 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,237,374 | 3,411 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||