Position in CAT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$16,184,768
+$3,379,405 QoQ
Shares Held
22,845
+2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $22,023,715 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
22,845 | $16,184,768 | |
| 2 | DE |
Deere & Co
|
9,021 | $5,081,529 | |
| 3 | OSK |
Oshkosh Corp
|
2,834 | $417,193 | |
| 4 | PCAR |
Paccar Inc
|
1,123 | $129,706 | |
| 5 | CNH |
CNH Industrial N.V.
|
10,610 | $116,710 | |
| 6 | AGCO |
Agco Corp /De
|
219 | $25,375 | |
| 7 | TEX |
Terex Corp
|
384 | $22,694 | |
| 8 | FSS |
Federal Signal Corp /De/
|
124 | $13,409 |
All Filings in CAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||