Skip to main content
Equibles

SHUFRO ROSE & CO LLC

Position in CAT — Caterpillar Inc

CIK 908195 NEW YORK, NY
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$760,338
+$232,536 QoQ
Shares Held
714
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,748
of 4,051 holders
Holding Since
Sep 2020
21 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, 2026

SHUFRO ROSE & CO LLC holds $3,006,291 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (25.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DE
Deere & Co
 2,114 $1,340,973
2 CAT
Caterpillar Inc
This page 		714 $760,338
3 HY
Hyster-Yale, Inc.
 13,000 $455,780
4 CNH
CNH Industrial N.V.
 40,000 $449,200

All Filings in CAT

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $760,338 714
2026-03-31 $527,802 745
2025-12-31 $426,788 745
2025-09-30 $384,105 805
2025-06-30 $312,509 805
2025-03-31 $265,489 805
2024-12-31 $292,021 805
2024-09-30 $393,075 1,005
2024-06-30 $334,765 1,005
2024-03-31 $368,262 1,005
2023-12-31 $266,103 900
2023-09-30 $245,700 900
2023-06-30 $221,445 900
2023-03-31 $205,956 900
2022-12-31 $215,604 900
2022-03-31 $200,538 900
2021-12-31 $206,740 1,000
2021-06-30 $429,383 1,973
2021-03-31 $456,552 1,969
2020-12-31 $357,669 1,965
2020-09-30 $359,302 2,409