Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,588,594
+$1,762,911 QoQ
Shares Held
5,248
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,158
of 4,031 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FIRST HORIZON CORP holds $7,492,666 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
5,248 | $5,588,594 | |
| 2 | DE |
Deere & Co
|
1,938 | $1,229,331 | |
| 3 | PCAR |
Paccar Inc
|
3,580 | $430,029 | |
| 4 | FSS |
Federal Signal Corp /De/
|
1,260 | $161,897 | |
| 5 | AGCO |
Agco Corp /De
|
232 | $27,770 | |
| 6 | TEX |
Terex Corp
|
313 | $22,658 | |
| 7 | ASTE |
Astec Industries Inc
|
250 | $15,297 | |
| 8 | GENC |
Gencor Industries Inc
|
950 | $14,174 |
All Filings in CAT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,588,594 | 5,248 | Shares | Defined | 2026-07-20 | |
| 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. | ||||||