Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$135,110,252
+$90,929,978 QoQ
Shares Held
126,876
+103.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#195
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $315,645,932 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
126,876 | $135,110,252 | |
| 2 | DE |
Deere & Co
|
177,200 | $112,403,276 | |
| 3 | OSK |
Oshkosh Corp
|
179,142 | $27,494,714 | |
| 4 | BLBD |
Blue Bird Corp
|
265,456 | $20,960,405 | |
| 5 | TEX |
Terex Corp
|
118,598 | $8,585,309 | |
| 6 | AGCO |
Agco Corp /De
|
30,648 | $3,668,565 | |
| 7 | ALG |
Alamo Group Inc
|
14,690 | $2,416,358 | |
| 8 | AEBI |
Aebi Schmidt Holding AG
|
137,661 | $1,727,645 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,110,252 | 126,876 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,180,274 | 62,361 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,064,984 | 19,315 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,736,407 | 32,980 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,516,248 | 29,665 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,551,486 | 62,315 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,975,378 | 55,065 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,157,229 | 64,321 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $343,590,650 | 1,031,494 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $391,354,201 | 1,068,019 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $328,069,813 | 1,109,581 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $382,169,424 | 1,399,888 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $326,888,250 | 1,328,544 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $298,622,240 | 1,304,939 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $295,285,967 | 1,232,618 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $185,278,806 | 1,129,198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,724,710 | 1,145,249 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $246,230,137 | 1,105,063 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $220,234,333 | 1,065,272 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $201,603,629 | 1,050,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $228,214,434 | 1,048,635 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $242,877,100 | 1,047,471 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $191,665,239 | 1,052,990 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $129,966,773 | 871,383 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $113,827,736 | 899,824 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $196,136,377 | 1,690,248 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||