Position in CAT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$108,443,263
-$38,642,828 QoQ
Shares Held
153,069
-40.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $981,327,447 across 12 Farm & Heavy Construction Machinery names. CAT ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
3,605,471 | $416,431,900 | |
| 2 | OSK |
Oshkosh Corp
|
1,290,424 | $189,963,317 | |
| 3 | FSS |
Federal Signal Corp /De/
|
1,161,865 | $125,644,081 | |
| 4 | CAT |
Caterpillar Inc
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|
153,069 | $108,443,263 | |
| 5 | ALG |
Alamo Group Inc
|
469,289 | $77,418,606 | |
| 6 | DE |
Deere & Co
|
43,621 | $24,571,709 | |
| 7 | AGCO |
Agco Corp /De
|
114,080 | $13,218,449 | |
| 8 | CNH |
CNH Industrial N.V.
|
1,053,108 | $11,584,188 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,443,263 | 153,069 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $147,086,091 | 256,753 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $159,604,289 | 334,495 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $108,872,329 | 280,447 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $97,663,344 | 296,129 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $106,265,826 | 292,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $109,006,708 | 278,704 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $106,047,714 | 318,366 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $108,949,532 | 297,327 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $115,936,346 | 392,114 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $104,608,140 | 383,180 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $106,729,354 | 433,771 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $107,532,373 | 469,902 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $101,681,481 | 424,451 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $80,186,552 | 488,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $81,431,436 | 455,535 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $80,963,652 | 363,359 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $74,937,254 | 362,471 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $68,360,900 | 356,102 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $64,784,533 | 297,682 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $76,848,674 | 331,430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $68,209,810 | 374,738 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $61,497,080 | 412,317 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $54,930,601 | 434,234 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $54,835,978 | 472,561 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||