Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$453,622,907
+$157,981,841 QoQ
Shares Held
425,977
+2.1% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#75
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, 2026AVIVA PLC holds $685,162,750 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
425,977 | $453,622,907 | |
| 2 | DE |
Deere & Co
|
224,519 | $142,419,137 | |
| 3 | PCAR |
Paccar Inc
|
450,908 | $54,163,068 | |
| 4 | AGCO |
Agco Corp /De
|
155,414 | $18,603,055 | |
| 5 | CNH |
CNH Industrial N.V.
|
1,344,478 | $15,098,487 | |
| 6 | OSK |
Oshkosh Corp
|
5,068 | $777,836 | |
| 7 | BLBD |
Blue Bird Corp
|
6,057 | $478,260 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,622,907 | 425,977 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $295,641,066 | 417,301 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $232,203,115 | 405,333 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $183,307,669 | 384,172 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $140,192,724 | 361,126 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $111,973,036 | 339,518 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $106,090,250 | 292,453 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $108,072,713 | 276,316 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $89,970,643 | 270,101 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $83,662,564 | 228,318 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,272,505 | 190,322 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $49,504,455 | 181,335 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $40,043,161 | 162,744 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $23,196,824 | 101,367 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $28,575,195 | 119,282 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,723,950 | 95,831 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,868,571 | 133,523 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $31,944,143 | 143,363 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $69,518,391 | 336,260 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $75,004,405 | 390,709 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $85,575,379 | 393,215 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $91,844,634 | 396,104 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $63,771,798 | 350,356 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $26,083,202 | 174,879 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,836,412 | 180,525 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $21,881,546 | 188,569 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||