Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$224,808,909
+$60,701,944 QoQ
Shares Held
211,108
-8.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#140
of 4,045 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, 2026Rathbones Group PLC holds $398,152,017 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.5% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,808,909 | 211,108 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $164,106,965 | 231,639 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $98,939,804 | 172,709 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $95,005,813 | 199,111 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $88,473,447 | 227,901 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $73,370,935 | 222,471 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $75,157,705 | 207,183 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $83,371,139 | 213,160 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $68,868,425 | 206,750 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $68,029,928 | 185,656 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $54,373,121 | 183,898 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $41,930,070 | 153,590 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,386,963 | 139,756 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $26,534,455 | 115,952 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,340,513 | 126,651 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,640,511 | 131,890 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,790,128 | 121,896 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,956,285 | 112,002 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $18,034,757 | 87,234 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,833,064 | 19,967 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,855,731 | 8,527 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,891,363 | 8,157 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,642,548 | 9,024 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,341,455 | 8,994 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,046,281 | 8,271 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $962,783 | 8,297 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||