Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,258,871,535
+$480,084,128 QoQ
Shares Held
1,182,150
+7.5% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#39
of 4,018 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$319,470
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $1,636,676,136 across 14 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,182,150 | $1,258,871,535 | |
| 2 | DE |
Deere & Co
|
501,898 | $318,368,958 | |
| 3 | PCAR |
Paccar Inc
|
301,583 | $36,226,149 | |
| 4 | OSK |
Oshkosh Corp
|
33,372 | $5,121,934 | |
| 5 | FSS |
Federal Signal Corp /De/
|
35,626 | $4,577,584 | |
| 6 | CNH |
CNH Industrial N.V.
|
290,231 | $3,259,294 | |
| 7 | TEX |
Terex Corp
|
44,571 | $3,226,494 | |
| 8 | AGCO |
Agco Corp /De
|
24,079 | $2,882,256 |
All Filings in CAT
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,871,535 | 1,182,150 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $319,470 | 300 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $566,768 | 800 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $778,787,407 | 1,099,268 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $495,922 | 700 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $343,722 | 600 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $586,172,041 | 1,023,220 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $515,583 | 900 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $381,720 | 800 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $334,005 | 700 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $469,138,174 | 983,209 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $382,938,496 | 986,421 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $310,134,685 | 940,372 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $330,083,304 | 909,922 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $344,044,014 | 879,638 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $278,486,256 | 836,044 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $284,430,294 | 776,220 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $232,321,519 | 785,746 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $207,579,918 | 760,366 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $177,988,141 | 723,382 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $157,199,120 | 686,939 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $159,366,092 | 665,245 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $114,993,170 | 700,836 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $113,803,978 | 636,630 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $141,329,601 | 634,277 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $130,499,663 | 631,226 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $112,120,462 | 584,052 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $129,255,462 | 593,923 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $130,475,799 | 562,711 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $96,883,967 | 532,271 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $75,803,996 | 508,240 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $61,995,246 | 490,081 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $45,391,018 | 391,167 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||