Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$205,525
+$92,880 QoQ
Shares Held
193
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,824
of 4,030 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $765,394 across 19 Farm & Heavy Construction Machinery names. CAT ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OSK |
Oshkosh Corp
|
2,018 | $309,722 | |
| 2 | CAT |
Caterpillar Inc
This page
|
193 | $205,525 | |
| 3 | PCAR |
Paccar Inc
|
885 | $106,306 | |
| 4 | TEX |
Terex Corp
|
520 | $37,642 | |
| 5 | BLBD |
Blue Bird Corp
|
388 | $30,636 | |
| 6 | LNN |
Lindsay Corp
|
168 | $20,798 | |
| 7 | ASTE |
Astec Industries Inc
|
216 | $13,217 | |
| 8 | CMCO |
Columbus Mckinnon Corp
|
849 | $12,845 |
All Filings in CAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,525 | 193 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $112,645 | 159 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $87,649 | 153 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $54,395 | 114 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $22,127 | 57 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||