Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$484,449,631
+$133,814,358 QoQ
Shares Held
454,925
-8.1% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#74
of 4,031 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,138,613,697 across 9 Farm & Heavy Construction Machinery names. CAT ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
891,273 | $565,361,198 | |
| 2 | CAT |
Caterpillar Inc
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|
454,925 | $484,449,631 | |
| 3 | CNH |
CNH Industrial N.V.
|
5,048,584 | $56,695,597 | |
| 4 | PCAR |
Paccar Inc
|
107,453 | $12,907,253 | |
| 5 | BLBD |
Blue Bird Corp
|
99,301 | $7,840,805 | |
| 6 | TEX |
Terex Corp
|
93,373 | $6,759,270 | |
| 7 | AGCO |
Agco Corp /De
|
17,821 | $2,133,173 | |
| 8 | LNN |
Lindsay Corp
|
12,050 | $1,491,789 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,449,631 | 454,925 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $350,635,273 | 494,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $279,342,867 | 487,620 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $263,148,224 | 551,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $226,514,710 | 583,485 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $205,412,630 | 622,840 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $254,608,907 | 701,866 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $245,367,958 | 627,347 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $221,932,536 | 666,264 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $134,982,184 | 368,371 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $104,315,922 | 352,812 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $105,372,540 | 385,980 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $157,140,566 | 638,653 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $137,148,383 | 599,320 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $139,450,986 | 582,113 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $70,616,747 | 430,380 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $111,470,978 | 623,579 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $130,606,161 | 586,151 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,775,292 | 71,468 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,924,791 | 62,118 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,810,856 | 91,030 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $25,819,186 | 111,352 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $19,162,700 | 105,278 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $48,951,474 | 328,203 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $41,984,337 | 331,892 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $33,914,312 | 292,264 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||