Position in CAT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,825,683
+$700,105 QoQ
Shares Held
5,400
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 92.88888888888889.ToString("F0")%
Shared 0.ToString("F0")%
None 7.111111111111111.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026FIRST HORIZON CORP holds $5,490,590 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
5,400 | $3,825,683 | |
| 2 | DE |
Deere & Co
|
1,895 | $1,067,453 | |
| 3 | PCAR |
Paccar Inc
|
3,580 | $413,490 | |
| 4 | FSS |
Federal Signal Corp /De/
|
1,287 | $139,175 | |
| 5 | GENC |
Gencor Industries Inc
|
950 | $14,250 | |
| 6 | ASTE |
Astec Industries Inc
|
250 | $13,460 | |
| 7 | AGCO |
Agco Corp /De
|
108 | $12,513 | |
| 8 | OSK |
Oshkosh Corp
|
29 | $4,269 |
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,825,683 | 5,400 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $3,125,578 | 5,456 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $2,500,742 | 5,241 | Shares | Defined | 2025-10-27 | |
| 2021-06-30 | $7,532,609 | 34,612 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $8,454,443 | 36,462 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $5,816,267 | 31,954 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,047,385 | 33,841 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||