OPPENHEIMER & CO INC

Position in CAT — Caterpillar Inc

CIK 822581 NEW YORK, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$76,108,403

+$25,406,755 QoQ

Shares Held

71,470

-0.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#268

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $88,877,673 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (85.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	71,470	$76,108,403
2	DE	Deere & Co	15,852	$10,055,399
3	PCAR	Paccar Inc	22,593	$2,713,871

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,108,403	71,470	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$50,701,648	71,566	+1.5%	Shares	Sole	2026-04-24
2025-12-31	$40,402,229	70,526	+8.9%	Shares	Sole	2026-02-02
2025-09-30	$30,897,848	64,755	+8.8%	Shares	Sole	2025-11-06
2025-06-30	$23,099,271	59,502	+1.4%	Shares	Sole	2025-07-31
2025-03-31	$19,351,344	58,676	+6.4%	Shares	Sole	2025-04-23
2024-12-31	$19,996,782	55,124	-9.9%	Shares	Sole	2025-02-05
2024-09-30	$23,935,761	61,198	-8.1%	Shares	Sole	2024-11-05
2024-06-30	$22,174,800	66,571	+9.0%	Shares	Sole	2024-08-08
2024-03-31	$22,372,017	61,054	-9.4%	Shares	Sole	2024-05-07
2023-12-31	$19,925,201	67,390	-1.2%	Shares	Sole	2024-02-13
2023-09-30	$18,617,781	68,197	-8.7%	Shares	Sole	2023-11-08
2023-06-30	$18,375,014	74,680	+6.0%	Shares	Sole	2023-08-03
2023-03-31	$16,116,972	70,429	+6.4%	Shares	Sole	2023-05-10
2022-12-31	$15,859,830	66,204	-4.8%	Shares	Sole	2023-02-08
2022-09-30	$11,410,451	69,542	+47.9%	Shares	Sole	2022-11-14
2022-06-30	$8,405,116	47,019	-9.5%	Shares	Sole	2022-08-08
2022-03-31	$11,571,265	51,931	+2.1%	Shares	Sole	2022-05-12
2021-12-31	$10,511,281	50,843	+1.4%	Shares	Sole	2022-02-02
2021-09-30	$9,626,335	50,145	+15.3%	Shares	Sole	2021-11-12
2021-06-30	$9,467,557	43,503	+13.1%	Shares	Sole	2021-08-03
2021-03-31	$8,921,893	38,478	-17.1%	Shares	Sole	2021-05-10
2020-12-31	$8,450,460	46,426	+16.1%	Shares	Sole	2021-02-11
2020-09-30	$5,964,955	39,993	+33.8%	Shares	Sole	2020-11-13
2020-06-30	$3,780,832	29,888	-12.1%	Shares	Sole	2020-08-11
2020-03-31	$3,944,663	33,994	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.