Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$147,644,125
+$62,733,778 QoQ
Shares Held
138,646
+15.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#183
of 4,031 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $150,322,801 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
138,646 | $147,644,125 | |
| 2 | PCAR |
Paccar Inc
|
22,300 | $2,678,676 |
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,644,125 | 138,646 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $84,910,347 | 119,852 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $102,009,242 | 178,067 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $86,584,593 | 181,462 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $45,581,288 | 117,414 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $56,167,944 | 154,835 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $99,874,447 | 255,355 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,065,220 | 6,200 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,271,866 | 6,200 | Shares | Defined | 2024-05-15 | |
| 2021-12-31 | $6,815,804 | 32,968 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $84,452,210 | 439,924 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $75,207,269 | 345,574 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $122,801,598 | 529,614 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||