Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$164,015,898
+$55,572,635 QoQ
Shares Held
154,020
+0.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#176
of 4,045 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, 2026FIRST TRUST ADVISORS LP holds $989,347,694 across 14 Farm & Heavy Construction Machinery names. CAT ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
2,725,177 | $327,348,261 | |
| 2 | OSK |
Oshkosh Corp
|
1,400,139 | $214,893,333 | |
| 3 | CAT |
Caterpillar Inc
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|
154,020 | $164,015,898 | |
| 4 | FSS |
Federal Signal Corp /De/
|
1,090,728 | $140,147,640 | |
| 5 | ALG |
Alamo Group Inc
|
385,765 | $63,454,484 | |
| 6 | DE |
Deere & Co
|
34,881 | $22,126,064 | |
| 7 | AGCO |
Agco Corp /De
|
134,092 | $16,050,812 | |
| 8 | BLBD |
Blue Bird Corp
|
194,789 | $15,380,539 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,015,898 | 154,020 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||