Position in CAT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$171,184,481
+$35,200,612 QoQ
Shares Held
241,629
+1.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 79%
Shared 4%
None 17%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $206,489,356 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
241,629 | $171,184,481 | |
| 2 | DE |
Deere & Co
|
53,241 | $29,990,654 | |
| 3 | PCAR |
Paccar Inc
|
24,771 | $2,861,050 | |
| 4 | HY |
Hyster-Yale, Inc.
|
34,766 | $1,130,242 | |
| 5 | OSK |
Oshkosh Corp
|
4,988 | $734,283 | |
| 6 | ALG |
Alamo Group Inc
|
2,343 | $386,524 | |
| 7 | TEX |
Terex Corp
|
3,420 | $202,122 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,184,481 | 241,629 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $135,983,869 | 237,373 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $105,390,505 | 220,875 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $74,240,891 | 191,239 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $44,352,163 | 134,482 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $49,047,328 | 135,206 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $53,369,887 | 136,454 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $46,519,413 | 139,656 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $52,116,605 | 142,228 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $42,057,578 | 142,245 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $38,649,975 | 141,575 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $35,852,437 | 145,712 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $33,532,840 | 146,534 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $35,486,501 | 148,132 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $24,784,448 | 151,051 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $27,368,871 | 153,104 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $34,462,009 | 154,663 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $32,625,639 | 157,810 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $30,389,426 | 158,303 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $34,644,084 | 159,188 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $38,005,116 | 163,907 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $30,456,132 | 167,323 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $25,101,497 | 168,297 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $21,359,019 | 168,846 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $20,288,665 | 174,842 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||