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Equitable Holdings, Inc.

Position in CAT — Caterpillar Inc

CIK 1333986 NEW YORK, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$35,437,742
+$9,809,910 QoQ
Shares Held
33,278
-8.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#427
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 90% Shared 0% None 10%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Equitable Holdings, Inc. holds $42,810,091 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
33,278 $35,437,742

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $35,437,742 33,278
2026-03-31 $25,627,832 36,174
2025-12-31 $12,844,891 22,422
2025-09-30 $11,437,285 23,970
2025-06-30 $8,941,640 23,033
2025-03-31 $5,786,670 17,546
2024-12-31 $5,548,414 15,295
2024-09-30 $5,752,592 14,708
2024-06-30 $5,736,981 17,223
2024-03-31 $5,510,740 15,039
2023-12-31 $4,174,564 14,119
2023-09-30 $3,024,294 11,078
2023-06-30 $2,511,924 10,209
2023-03-31 $1,911,729 8,354
2022-12-31 $1,990,983 8,311
2022-09-30 $1,383,850 8,434
2022-06-30 $1,454,033 8,134
2022-03-31 $1,922,713 8,629
2021-12-31 $1,610,504 7,790
2021-09-30 $1,312,498 6,837
2021-06-30 $1,386,303 6,370
2021-03-31 $1,434,115 6,185
2020-12-31 $1,117,238 6,138
2020-09-30 $905,340 6,070
2020-06-30 $783,541 6,194
2020-03-31 $735,461 6,338