Position in CAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,595,745
+$3,152,908 QoQ
Shares Held
12,133
+27.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.7388939256573.ToString("F0")%
Shared 0.ToString("F0")%
None 4.2611060743427025.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Advisors Asset Management, Inc. holds $49,991,562 across 12 Farm & Heavy Construction Machinery names. CAT ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OSK |
Oshkosh Corp
|
66,757 | $9,827,297 | |
| 2 | CAT |
Caterpillar Inc
This page
|
12,133 | $8,595,745 | |
| 3 | PCAR |
Paccar Inc
|
71,200 | $8,223,600 | |
| 4 | ASTE |
Astec Industries Inc
|
141,796 | $7,634,296 | |
| 5 | TEX |
Terex Corp
|
106,587 | $6,299,291 | |
| 6 | DE |
Deere & Co
|
9,602 | $5,408,806 | |
| 7 | FSS |
Federal Signal Corp /De/
|
20,679 | $2,236,227 | |
| 8 | AGCO |
Agco Corp /De
|
6,708 | $777,255 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,595,745 | 12,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,442,837 | 9,501 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,458,860 | 7,249 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,553,674 | 9,154 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,490,603 | 10,584 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,060,994 | 16,708 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,676,418 | 17,070 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,680,320 | 20,055 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,685,502 | 20,974 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,603,789 | 22,335 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,099,639 | 22,343 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,175,064 | 29,161 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,221,763 | 35,928 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,426,686 | 39,350 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,383,928 | 45,002 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,895,796 | 55,358 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $11,349,559 | 50,936 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $10,836,897 | 52,418 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,359,113 | 48,753 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,514,803 | 52,910 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $20,083,883 | 86,617 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $14,638,230 | 80,421 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,747,009 | 112,283 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $17,772,744 | 140,496 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,726,984 | 126,913 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||