Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$37,494,062
+$11,427,695 QoQ
Shares Held
35,209
-4.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#420
of 4,045 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Allianz SE holds $51,462,933 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.9% of the industry book) .
All Filings in CAT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,494,062 | 35,209 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $26,066,367 | 36,793 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $27,362,561 | 47,764 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,790,591 | 47,764 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $18,542,461 | 47,764 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $15,752,566 | 47,764 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $17,326,866 | 47,764 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $18,571,941 | 47,484 | Shares | Defined | 2025-05-12 | |
| 2024-06-30 | $15,816,920 | 47,484 | Shares | Defined | 2025-05-12 | |
| 2024-03-31 | $19,291,439 | 52,647 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||