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Hilltop Holdings Inc.

Position in CAT — Caterpillar Inc

CIK 1265131 DALLAS, TX

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,150,861
+$2,355,642 QoQ
Shares Held
5,776
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,107
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$30,030,180
PutShares
28,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Hilltop Holdings Inc. holds $7,350,555 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
5,776 $6,150,861

All Filings in CAT

Export CSV
30 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $30,030,180 28,200
2026-06-30 $6,150,861 5,776
2026-03-31 $3,795,219 5,357
2025-12-31 $4,162,472 7,266
2025-09-30 $3,014,632 6,318
2025-06-30 $2,901,869 7,475
2025-03-31 $1,863,699 5,651
2024-12-31 $1,437,980 3,964
2024-09-30 $1,557,439 3,982
2024-06-30 $955,663 2,869
2024-03-31 $12,825,050 35,000
2024-03-31 $1,139,230 3,109
2023-12-31 $1,035,731 3,503
2023-09-30 $835,653 3,061
2023-09-30 $21,594,300 79,100
2023-06-30 $123,025 500
2023-06-30 $759,801 3,088
2023-03-31 $644,641 2,817
2022-12-31 $708,617 2,958
2022-09-30 $513,406 3,129
2022-06-30 $522,515 2,923
2022-03-31 $659,101 2,958
2021-12-31 $1,011,164 4,891
2021-09-30 $727,757 3,791
2021-06-30 $849,626 3,904
2021-03-31 $1,065,673 4,596
2020-12-31 $862,410 4,738
2020-09-30 $651,039 4,365
2020-06-30 $574,816 4,544
2020-03-31 $236,604 2,039