Position in CAT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$202,333,342
+$200,814,664 QoQ
Shares Held
285,596
+10673.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026AGF MANAGEMENT LTD holds $222,438,872 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
285,596 | $202,333,342 | |
| 2 | AGCO |
Agco Corp /De
|
173,518 | $20,105,530 |
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,333,342 | 285,596 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,518,678 | 2,651 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,602,269 | 3,358 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,193,357 | 3,074 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,013,805 | 3,074 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,115,124 | 3,074 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,562,524 | 3,995 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $336,382 | 918 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $271,425 | 918 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $250,614 | 918 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $250,478 | 1,018 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,777,171 | 7,766 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,388,815 | 14,146 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||