Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,726,913
+$1,820,483 QoQ
Shares Held
7,256
-13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#981
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 36%
None 54%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $21,494,523 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
7,256 | $7,726,913 | |
| 2 | TEX |
Terex Corp
|
41,483 | $3,002,954 | |
| 3 | PCAR |
Paccar Inc
|
23,602 | $2,835,072 | |
| 4 | CNH |
CNH Industrial N.V.
|
162,021 | $1,819,495 | |
| 5 | OSK |
Oshkosh Corp
|
11,475 | $1,761,183 | |
| 6 | DE |
Deere & Co
|
2,262 | $1,434,854 | |
| 7 | AGCO |
Agco Corp /De
|
11,070 | $1,325,079 | |
| 8 | FSS |
Federal Signal Corp /De/
|
5,544 | $712,348 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,726,913 | 7,256 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,906,430 | 8,337 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,081,928 | 8,871 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,925,141 | 10,322 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $4,367,362 | 11,250 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,745,868 | 11,358 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $4,322,648 | 11,916 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,149,094 | 13,165 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $4,431,228 | 13,303 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $4,940,574 | 13,483 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $3,867,066 | 13,079 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,647,007 | 13,359 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,350,953 | 13,619 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $3,087,050 | 13,490 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $3,179,200 | 13,271 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,115,154 | 12,891 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,247,728 | 12,574 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,843,850 | 12,763 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,443,873 | 11,821 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,321,875 | 12,095 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,613,953 | 12,011 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,881,447 | 12,427 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $2,326,579 | 12,782 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,405,192 | 16,126 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,271,687 | 17,958 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $2,113,319 | 18,212 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||