Position in CAT
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$2,959,237
+$498,761 QoQ
Shares Held
4,177
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026NBC SECURITIES, INC. holds $5,874,514 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
4,177 | $2,959,237 | |
| 2 | OSK |
Oshkosh Corp
|
8,020 | $1,180,624 | |
| 3 | DE |
Deere & Co
|
1,604 | $903,533 | |
| 4 | AGCO |
Agco Corp /De
|
4,396 | $509,364 | |
| 5 | HY |
Hyster-Yale, Inc.
|
8,405 | $273,246 | |
| 6 | PCAR |
Paccar Inc
|
236 | $27,258 | |
| 7 | CNH |
CNH Industrial N.V.
|
1,932 | $21,252 |
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,959,237 | 4,177 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,460,476 | 4,295 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,025,024 | 4,244 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,691,042 | 4,356 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,443,204 | 4,376 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,176 | 6 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,546,973 | 6,512 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,263,081 | 6,794 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,342,586 | 6,393 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,991,337 | 6,735 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,835,379 | 6,723 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||