Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,819,683
+$7,634,915 QoQ
Shares Held
22,368
-2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#511
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $31,867,454 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
22,368 | $23,819,683 | |
| 2 | DE |
Deere & Co
|
8,919 | $5,657,589 | |
| 3 | OSK |
Oshkosh Corp
|
11,196 | $1,718,362 | |
| 4 | PCAR |
Paccar Inc
|
3,110 | $373,573 | |
| 5 | TEX |
Terex Corp
|
2,384 | $172,577 | |
| 6 | CNH |
CNH Industrial N.V.
|
3,341 | $37,519 | |
| 7 | AGCO |
Agco Corp /De
|
254 | $30,403 | |
| 8 | BLBD |
Blue Bird Corp
|
197 | $15,555 |
All Filings in CAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,819,683 | 22,368 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,184,768 | 22,845 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,805,363 | 22,353 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,066,275 | 27,384 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,827,565 | 27,891 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,619,982 | 26,137 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,375,481 | 9,305 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,256,465 | 8,326 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,822,023 | 8,472 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,170,352 | 8,652 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,467,957 | 8,347 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||