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ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in CAT — Caterpillar Inc

CIK 1165408 Boston, MA

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$391,567,989
+$117,532,828 QoQ
Shares Held
367,704
-4.9% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#82
of 4,031 holders
Holding Since
Mar 2020
22 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, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $564,756,925 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
367,704 $391,567,989

All Filings in CAT

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $391,567,989 367,704
2026-03-31 $274,035,161 386,804
2025-12-31 $220,198,624 384,378
2025-09-30 $156,182,646 327,324
2025-06-30 $63,504,944 163,584
2025-03-31 $44,441,869 134,754
2024-12-31 $26,128,514 72,027
2023-09-30 $84,804,993 310,641
2023-06-30 $28,527,283 115,941
2023-03-31 $60,523,832 264,481
2022-12-31 $38,641,986 161,304
2022-09-30 $29,001,796 176,754
2022-06-30 $61,210,462 342,417
2022-03-31 $90,220,709 404,904
2021-12-31 $110,131,224 532,704
2021-09-30 $83,997,049 437,553
2021-06-30 $129,665,695 595,808
2021-03-31 $153,955,651 663,974
2020-12-31 $118,302,806 649,944
2020-09-30 $41,117,373 275,678
2020-06-30 $17,351,499 137,166
2020-03-31 $12,086,262 104,156