Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,398,435,926
+$804,753,749 QoQ
Shares Held
2,252,264
+0.1% QoQ
Ownership
0.490%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#25
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$154,410,500
CallShares
145,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026ROYAL BANK OF CANADA holds $3,543,632,439 across 22 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,252,264 | $2,398,435,926 | |
| 2 | DE |
Deere & Co
|
1,302,432 | $826,171,684 | |
| 3 | PCAR |
Paccar Inc
|
1,485,250 | $178,408,227 | |
| 4 | OSK |
Oshkosh Corp
|
293,059 | $44,978,693 | |
| 5 | CNH |
CNH Industrial N.V.
|
3,350,993 | $37,631,648 | |
| 6 | TEX |
Terex Corp
|
226,457 | $16,393,220 | |
| 7 | ALG |
Alamo Group Inc
|
77,369 | $12,726,421 | |
| 8 | FSS |
Federal Signal Corp /De/
|
84,142 | $10,811,403 |
All Filings in CAT
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,410,500 | 145,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $2,398,435,926 | 2,252,264 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,593,682,177 | 2,249,502 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $21,253,800 | 30,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $4,959,220 | 7,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $48,693,950 | 85,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $1,439,075,784 | 2,512,046 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $52,704,040 | 92,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $40,557,750 | 85,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $1,191,412,530 | 2,496,935 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $40,557,750 | 85,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $106,835,392 | 275,200 | Put | Sole | 2025-11-21 | |
| 2025-06-30 | $859,729,472 | 2,214,599 | Shares | Defined | 2025-11-21 | |
| 2025-06-30 | $35,715,320 | 92,000 | Call | Sole | 2025-11-21 | |
| 2025-03-31 | $32,980,000 | 100,000 | Put | Sole | 2025-11-21 | |
| 2025-03-31 | $10,553,600 | 32,000 | Call | Sole | 2025-11-21 | |
| 2025-03-31 | $645,493,460 | 1,957,227 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $11,608,320 | 32,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $36,276,000 | 100,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $683,009,599 | 1,882,814 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $39,112,000 | 100,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $12,515,840 | 32,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $788,704,818 | 2,016,529 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $587,839,885 | 1,764,755 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $636,114,778 | 1,735,979 | Shares | Defined | 2024-11-05 | |
| 2024-03-31 | $12,825,050 | 35,000 | Put | Sole | 2024-11-05 | |
| 2024-03-31 | $54,964,500 | 150,000 | Call | Sole | 2024-11-05 | |
| 2023-12-31 | $80,126,570 | 271,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $63,628,184 | 215,200 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $660,839,296 | 2,235,057 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $47,775,000 | 175,000 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $688,958,361 | 2,523,657 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $567,170,586 | 2,305,103 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $68,401,900 | 278,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $105,518,124 | 461,100 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $401,221,963 | 1,753,286 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $17,163,000 | 75,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $75,078,104 | 313,400 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $627,367,627 | 2,618,833 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,102,000 | 25,000 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $545,222,247 | 3,322,905 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $42,184,968 | 257,100 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $646,756,177 | 3,618,014 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $25,026,400 | 140,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $31,194,800 | 140,000 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $815,510,723 | 3,659,953 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $28,612,816 | 138,400 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $22,451,964 | 108,600 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $726,076,043 | 3,512,025 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $525,234,520 | 2,736,024 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||