Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$573,657,366
+$190,525,038 QoQ
Shares Held
538,696
-0.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#65
of 4,030 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026BESSEMER GROUP INC holds $710,344,012 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
538,696 | $573,657,366 | |
| 2 | DE |
Deere & Co
|
137,790 | $87,404,324 | |
| 3 | FSS |
Federal Signal Corp /De/
|
357,375 | $45,916,544 | |
| 4 | PCAR |
Paccar Inc
|
18,665 | $2,242,037 | |
| 5 | ALG |
Alamo Group Inc
|
2,219 | $362,537 | |
| 6 | CNH |
CNH Industrial N.V.
|
30,428 | $341,705 | |
| 7 | TEX |
Terex Corp
|
3,223 | $233,309 | |
| 8 | OSK |
Oshkosh Corp
|
612 | $91,628 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,657,366 | 538,696 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $383,132,328 | 540,796 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $232,859,045 | 406,478 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $9,608,844 | 20,141 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $7,686,945 | 19,808 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $115,321,821 | 349,672 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $137,422,188 | 378,824 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $149,273,683 | 381,663 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $81,322,365 | 244,138 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $96,352,032 | 262,948 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $80,897,378 | 273,607 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $73,327,527 | 268,599 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $64,713,852 | 263,011 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $112,042,348 | 489,610 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $116,014,831 | 484,283 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $78,025,777 | 475,535 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $84,045,441 | 470,158 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $100,848,550 | 452,601 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,262,148 | 20,616 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $3,051,551 | 15,896 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,296,875 | 15,149 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $2,988,569 | 12,889 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,272,881 | 12,487 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,587,849 | 10,646 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,170,468 | 25,063 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,058,863 | 9,125 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||