Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$705,746,500
+$233,695,352 QoQ
Shares Held
662,735
-0.5% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#58
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,570,742,409 across 13 Farm & Heavy Construction Machinery names. CAT ranks #1 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
662,735 | $705,746,500 | |
| 2 | DE |
Deere & Co
|
545,439 | $345,988,318 | |
| 3 | PCAR |
Paccar Inc
|
2,456,891 | $295,121,744 | |
| 4 | AGCO |
Agco Corp /De
|
588,959 | $70,498,391 | |
| 5 | FSS |
Federal Signal Corp /De/
|
351,833 | $45,207,021 | |
| 6 | TEX |
Terex Corp
|
422,054 | $30,552,488 | |
| 7 | CNH |
CNH Industrial N.V.
|
1,998,711 | $22,445,524 | |
| 8 | OSK |
Oshkosh Corp
|
141,559 | $21,726,475 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,746,500 | 662,735 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $472,051,148 | 666,306 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $324,507,366 | 566,459 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $280,263,118 | 587,369 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $235,257,976 | 606,007 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $217,327,316 | 658,967 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $262,556,981 | 723,776 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $285,382,272 | 729,654 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $241,258,667 | 724,283 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $275,793,905 | 752,651 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $215,204,296 | 727,853 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $180,785,514 | 662,218 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $147,441,278 | 599,233 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $141,406,414 | 617,927 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $147,364,136 | 615,145 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $161,894,616 | 986,681 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $181,797,310 | 1,016,991 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $230,394,542 | 1,033,994 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $217,181,403 | 1,050,505 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $206,385,218 | 1,075,091 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $204,998,971 | 941,961 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $186,507,416 | 804,362 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $151,139,578 | 830,346 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $128,249,759 | 859,871 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $98,178,547 | 776,115 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $88,484,560 | 762,535 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||