Position in CAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$468,556
+$156,834 QoQ
Shares Held
440
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,030
of 1,374 holders
Holding Since
Sep 2025
4 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, 2026KIRR MARBACH & CO LLC /IN/ holds $4,869,539 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEBI |
Aebi Schmidt Holding AG
|
350,676 | $4,400,983 | |
| 2 | CAT |
Caterpillar Inc
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|
440 | $468,556 |
All Filings in CAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,556 | 440 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $311,722 | 440 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $252,062 | 440 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $209,946 | 440 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||