ENVESTNET ASSET MANAGEMENT INC

Position in CAT — Caterpillar Inc

CIK 1407543 Berwyn, PA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$394,163,150

+$94,075,789 QoQ

Shares Held

370,141

-12.6% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#80

of 4,031 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

ENVESTNET ASSET MANAGEMENT INC holds $932,801,938 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	370,141	$394,163,150
2	DE	Deere & Co	485,077	$307,698,893
3	PCAR	Paccar Inc	861,984	$103,541,518
4	OSK	Oshkosh Corp	278,230	$42,702,740
5	FSS	Federal Signal Corp /De/	267,579	$34,381,225
6	AGCO	Agco Corp /De	112,022	$13,409,033
7	BLBD	Blue Bird Corp	159,577	$12,600,199
8	ALG	Alamo Group Inc	58,560	$9,632,534

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,163,150	370,141	-12.6%	Shares	Sole	2026-08-03
2026-03-31	$300,087,361	423,577	-2.0%	Shares	Sole	2026-05-04
2025-12-31	$247,629,931	432,262	-9.2%	Shares	Sole	2026-02-10
2025-09-30	$227,222,170	476,207	-0.1%	Shares	Sole	2025-11-05
2025-06-30	$185,128,420	476,877	+3.0%	Shares	Sole	2025-08-01
2025-03-31	$152,765,998	463,208	-4.5%	Shares	Sole	2025-04-29
2024-12-31	$176,023,123	485,233	-7.0%	Shares	Sole	2025-02-13
2024-09-30	$204,158,773	521,985	-4.6%	Shares	Sole	2024-11-07
2024-06-30	$182,328,613	547,369	-8.4%	Shares	Sole	2024-08-08
2024-03-31	$218,869,738	597,303	-12.2%	Shares	Sole	2024-05-13
2023-12-31	$201,077,479	680,074	+2.4%	Shares	Sole	2024-02-13
2023-09-30	$181,356,084	664,308	+27.4%	Shares	Sole	2023-11-13
2023-06-30	$128,248,887	521,231	-50.4%	Shares	Sole	2023-08-04
2023-03-31	$240,472,394	1,050,832	+93.9%	Shares	Sole	2023-05-11
2022-12-31	$129,831,937	541,960	+7.6%	Shares	Sole	2023-02-07
2022-09-30	$82,634,461	503,623	-7.8%	Shares	Sole	2022-11-10
2022-06-30	$97,675,179	546,404	-42.3%	Shares	Sole	2022-08-03
2022-03-31	$211,173,867	947,733	+20.1%	Shares	Sole	2022-05-04
2021-12-31	$163,185,670	789,328	+5.6%	Shares	Sole	2022-02-04
2021-09-30	$143,428,465	747,140	+2.1%	Shares	Sole	2021-10-07
2021-06-30	$159,240,523	731,703	+17.2%	Shares	Sole	2021-08-04
2021-03-31	$144,803,510	624,503	+41.5%	Shares	Sole	2021-05-04
2020-12-31	$80,345,812	441,412	+8.2%	Shares	Sole	2021-02-02
2020-09-30	$60,873,633	408,137	+29.7%	Shares	Sole	2020-10-09
2020-06-30	$39,808,032	314,688	+19.5%	Shares	Sole	2020-07-08
2020-03-31	$30,556,000	263,323	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.