Sumitomo Mitsui DS Asset Management Company, Ltd

Position in CAT — Caterpillar Inc

CIK 1411530 TOKYO, M0

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$333,419,125

+$109,379,986 QoQ

Shares Held

313,099

-1.0% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

2.52%

of 13F equity value

Holder Rank

#95

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

Sumitomo Mitsui DS Asset Management Company, Ltd holds $366,266,777 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	313,099	$333,419,125
2	DE	Deere & Co	35,955	$22,807,335
3	PCAR	Paccar Inc	75,267	$9,041,072
4	CNH	CNH Industrial N.V.	88,980	$999,245

All Filings in CAT

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,419,125	313,099	-1.0%	Shares	Sole	2026-07-22
2026-03-31	$224,039,139	316,234	+2.9%	Shares	Sole	2026-04-24
2025-12-31	$176,103,102	307,405	-0.2%	Shares	Sole	2026-02-03
2025-09-30	$146,978,900	308,035	+0.5%	Shares	Sole	2025-10-24
2025-06-30	$119,044,596	306,650	+5.4%	Shares	Sole	2025-07-10
2025-03-31	$95,915,734	290,830	+6.3%	Shares	Sole	2025-04-28
2024-12-31	$99,275,440	273,667	-1.5%	Shares	Sole	2025-01-28
2024-09-30	$108,702,417	277,926	+3.5%	Shares	Sole	2024-10-17
2024-06-30	$89,445,011	268,523	+3.2%	Shares	Sole	2024-07-30
2024-03-31	$95,371,102	260,271	+6.3%	Shares	Sole	2024-05-02
2023-12-31	$72,366,415	244,754	-1.1%	Shares	Sole	2024-02-01
2023-09-30	$67,537,470	247,390	+3.8%	Shares	Sole	2023-10-30
2023-06-30	$58,639,620	238,324	+4.0%	Shares	Sole	2023-08-04
2023-03-31	$52,454,475	229,219	+13.8%	Shares	Sole	2023-05-02
2022-12-31	$48,264,153	201,470	+11.3%	Shares	Sole	2023-01-26
2022-09-30	$29,696,346	180,987	+13.9%	Shares	Sole	2022-10-19
2022-06-30	$28,411,578	158,937	+11.6%	Shares	Sole	2022-07-13
2022-03-31	$31,745,611	142,472	+13.8%	Shares	Sole	2022-04-19
2021-12-31	$25,872,684	125,146	+4.5%	Shares	Sole	2022-01-20
2021-09-30	$22,984,760	119,731	+6.5%	Shares	Sole	2021-10-15
2021-06-30	$24,466,399	112,422	+6.1%	Shares	Sole	2021-07-19
2021-03-31	$24,577,060	105,995	-1.3%	Shares	Sole	2021-05-07
2020-12-31	$19,542,577	107,365	-9.0%	Shares	Sole	2021-02-02
2020-09-30	$17,594,032	117,962	+0.7%	Shares	Sole	2020-10-29
2020-06-30	$14,816,439	117,126	+11.5%	Shares	Sole	2020-08-12
2020-03-31	$12,190,118	105,051	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.