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Equibles

Advisors Asset Management, Inc.

Position in CAT — Caterpillar Inc

CIK 1297376 Monument, CO
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$17,455,840
+$8,860,095 QoQ
Shares Held
16,392
+35.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#618
of 4,051 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

Advisors Asset Management, Inc. holds $64,356,714 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (27.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		16,392 $17,455,840
2 OSK
Oshkosh Corp
 78,224 $12,005,819
3 TEX
Terex Corp
 133,921 $9,694,541
4 ASTE
Astec Industries Inc
 151,345 $9,260,800
5 DE
Deere & Co
 9,622 $6,103,523
6 PCAR
Paccar Inc
 50,116 $6,019,933
7 FSS
Federal Signal Corp /De/
 14,334 $1,841,775
8 AGCO
Agco Corp /De
 5,620 $672,714

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,455,840 16,392
2026-03-31 $8,595,745 12,133
2025-12-31 $5,442,837 9,501
2025-09-30 $3,458,860 7,249
2025-06-30 $3,553,674 9,154
2025-03-31 $3,490,603 10,584
2024-12-31 $6,060,994 16,708
2024-09-30 $6,676,418 17,070
2024-06-30 $6,680,320 20,055
2024-03-31 $7,685,502 20,974
2023-12-31 $6,603,789 22,335
2023-09-30 $6,099,639 22,343
2023-06-30 $7,175,064 29,161
2023-03-31 $8,221,763 35,928
2022-12-31 $9,426,686 39,350
2022-09-30 $7,383,928 45,002
2022-06-30 $9,895,796 55,358
2022-03-31 $11,349,559 50,936
2021-12-31 $10,836,897 52,418
2021-09-30 $9,359,113 48,753
2021-06-30 $11,514,803 52,910
2021-03-31 $20,083,883 86,617
2020-12-31 $14,638,230 80,421
2020-09-30 $16,747,009 112,283
2020-06-30 $17,772,744 140,496
2020-03-31 $14,726,984 126,913