Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$68,315,464
+$22,535,488 QoQ
Shares Held
64,152
-0.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#285
of 4,045 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $103,823,287 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.8% of the industry book) .
All Filings in CAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,315,464 | 64,152 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $45,779,976 | 64,619 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $36,747,891 | 64,147 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,370,597 | 63,650 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,898,236 | 64,136 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $21,133,913 | 64,081 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,565,615 | 64,962 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $25,317,979 | 64,732 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $22,465,928 | 67,445 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $25,561,789 | 69,759 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $21,456,179 | 72,568 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,957,392 | 73,104 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,067,943 | 73,432 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $16,933,702 | 73,998 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $21,009,651 | 87,701 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,606,401 | 89,020 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,132,732 | 90,248 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||