FARMERS & MERCHANTS INVESTMENTS INC

Position in CAT — Caterpillar Inc

CIK 1259969 LINCOLN, NE

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$26,678,939

+$8,473,643 QoQ

Shares Held

25,053

-2.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#485

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, 2026

FARMERS & MERCHANTS INVESTMENTS INC holds $28,592,804 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (93.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	25,053	$26,678,939
2	TEX	Terex Corp	14,276	$1,033,439
3	DE	Deere & Co	1,265	$802,427
4	PCAR	Paccar Inc	348	$41,801
5	AGCO	Agco Corp /De	103	$12,329
6	CNH	CNH Industrial N.V.	750	$8,422
7	OSK	Oshkosh Corp	54	$8,287
8	FSS	Federal Signal Corp /De/	34	$4,368

All Filings in CAT

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,678,939	25,053	-2.5%	Shares	Sole	2026-07-20
2026-03-31	$18,205,296	25,697	+2.2%	Shares	Sole	2026-04-23
2025-12-31	$14,399,660	25,136	-5.1%	Shares	Sole	2026-02-03
2025-09-30	$12,635,409	26,481	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$10,321,339	26,587	+0.5%	Shares	Sole	2025-07-14
2025-03-31	$8,727,497	26,463	-1.3%	Shares	Sole	2025-04-16
2024-12-31	$9,724,144	26,806	-0.7%	Shares	Sole	2025-01-28
2024-09-30	$10,557,111	26,992	+0.5%	Shares	Sole	2024-10-25
2024-06-30	$8,944,068	26,851	+0.5%	Shares	Sole	2024-08-05
2024-03-31	$9,791,742	26,722	+0.4%	Shares	Sole	2024-04-18
2023-12-31	$7,865,709	26,603	-1.1%	Shares	Sole	2024-01-23
2023-09-30	$7,343,700	26,900	+0.7%	Shares	Sole	2023-10-25
2023-06-30	$6,574,948	26,722	-3.3%	Shares	Sole	2023-08-01
2023-03-31	$6,324,451	27,637	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$6,603,231	27,564	+0.1%	Shares	Sole	2023-02-02
2022-09-30	$4,518,763	27,540	-0.2%	Shares	Sole	2022-10-31
2022-06-30	$4,934,133	27,602	+0.8%	Shares	Sole	2022-07-28
2022-03-31	$6,103,708	27,393	+1.9%	Shares	Sole	2022-04-19
2021-12-31	$5,556,344	26,876	-3.5%	Shares	Sole	2022-01-14
2021-09-30	$5,345,596	27,846	-0.8%	Shares	Sole	2021-10-21
2021-06-30	$6,107,133	28,062	+1.0%	Shares	Sole	2021-07-16
2021-03-31	$6,442,507	27,785	+0.2%	Shares	Sole	2021-04-14
2020-12-31	$5,047,596	27,731	-0.5%	Shares	Sole	2021-01-20
2020-09-30	$4,158,451	27,881	+0.5%	Shares	Sole	2020-10-19
2020-06-30	$3,510,248	27,749	+1.2%	Shares	Sole	2020-07-21
2020-03-31	$3,183,209	27,432	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.