Rafferty Asset Management, LLC

Position in CAT — Caterpillar Inc

CIK 1389426 New York, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$48,061,066

+$26,597,562 QoQ

Shares Held

45,132

+49.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#346

of 4,031 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Rafferty Asset Management, LLC holds $84,812,618 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	45,132	$48,061,066
2	PCAR	Paccar Inc	176,363	$21,184,723
3	DE	Deere & Co	24,295	$15,411,047
4	CNH	CNH Industrial N.V.	13,872	$155,782

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,061,066	45,132	+49.0%	Shares	Sole	2026-08-14
2026-03-31	$21,463,504	30,296	-27.3%	Shares	Sole	2026-05-15
2025-12-31	$23,881,804	41,688	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$20,113,781	42,154	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$16,482,231	42,457	+16.8%	Shares	Sole	2025-08-14
2025-03-31	$11,985,591	36,342	-20.2%	Shares	Sole	2025-05-14
2024-12-31	$16,522,629	45,547	+12.0%	Shares	Sole	2025-02-14
2024-09-30	$15,902,156	40,658	-5.5%	Shares	Sole	2024-11-13
2024-06-30	$14,338,622	43,046	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$15,509,149	42,325	-1.1%	Shares	Sole	2024-05-13
2023-12-31	$12,649,058	42,781	+5.4%	Shares	Sole	2024-02-13
2023-09-30	$11,077,248	40,576	+8.9%	Shares	Sole	2023-11-13
2023-06-30	$9,164,132	37,245	+9.7%	Shares	Sole	2023-08-11
2023-03-31	$7,772,550	33,965	+6.1%	Shares	Sole	2023-05-11
2022-12-31	$7,667,117	32,005	+90.2%	Shares	Sole	2023-02-13
2022-09-30	$2,760,810	16,826	+523.4%	Shares	Sole	2022-11-14
2022-06-30	$482,473	2,699	-19.1%	Shares	Sole	2022-08-12
2022-03-31	$743,104	3,335	-39.1%	Shares	Sole	2022-05-13
2021-12-31	$1,132,108	5,476	-29.2%	Shares	Sole	2022-02-10
2021-09-30	$1,484,312	7,732	-32.5%	Shares	Sole	2021-11-10
2021-06-30	$2,491,210	11,447	+21.5%	Shares	Sole	2021-08-10
2021-03-31	$2,184,215	9,420	+100.6%	Shares	Sole	2021-05-10
2020-12-31	$854,583	4,695	+38.5%	Shares	Sole	2021-02-10
2020-09-30	$505,767	3,391	+58.4%	Shares	Sole	2020-11-13
2020-06-30	$270,836	2,141	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.