Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,769,863
+$729,136 QoQ
Shares Held
1,662
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,007
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)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Rossby Financial, LCC holds $2,111,292 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,662 | $1,769,863 | |
| 2 | PCAR |
Paccar Inc
|
1,931 | $231,951 | |
| 3 | DE |
Deere & Co
|
125 | $79,291 | |
| 4 | CNH |
CNH Industrial N.V.
|
1,628 | $18,282 | |
| 5 | TEX |
Terex Corp
|
85 | $6,153 | |
| 6 | AGCO |
Agco Corp /De
|
26 | $3,112 | |
| 7 | FSS |
Federal Signal Corp /De/
|
11 | $1,413 | |
| 8 | OSK |
Oshkosh Corp
|
8 | $1,227 |
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,863 | 1,662 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,040,727 | 1,469 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $759,052 | 1,325 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,618,492 | 3,392 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,335,830 | 3,441 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,120,330 | 3,397 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $429,145 | 1,183 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||