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Equibles

Cambridge Investment Research Advisors, Inc.

Position in CAT — Caterpillar Inc

CIK 1419186 FAIRFIELD, IA
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$227,969,532
+$78,752,270 QoQ
Shares Held
214,076
+1.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#139
of 4,055 holders
Holding Since
Mar 2020
26 quarters on record

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $283,368,758 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		214,076 $227,969,532
2 DE
Deere & Co
 74,824 $47,463,107
3 PCAR
Paccar Inc
 21,179 $2,544,021
4 OSK
Oshkosh Corp
 12,969 $1,990,482
5 TEX
Terex Corp
 26,578 $1,923,981
6 FSS
Federal Signal Corp /De/
 3,207 $412,067
7 BLBD
Blue Bird Corp
 4,318 $340,949
8 LNN
Lindsay Corp
 2,509 $310,614

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $227,969,532 214,076
2026-03-31 $149,217,262 210,622
2025-12-31 $122,550,069 213,923
2025-09-30 $99,239,088 207,983
2025-06-30 $77,082,589 198,559
2025-03-31 $60,733,329 184,152
2024-12-31 $67,371,787 185,720
2024-09-30 $74,086,732 189,422
2024-06-30 $62,737,386 188,344
2024-03-31 $69,182,350 188,801
2023-12-31 $44,058,378 149,012
2023-09-30 $49,517,559 181,383
2023-06-30 $44,924,301 182,582
2023-03-31 $40,848,397 178,502
2022-12-31 $44,677,221 186,497
2022-09-30 $32,635,019 198,897
2022-06-30 $35,901,085 200,834
2022-03-31 $46,297,093 207,778
2021-12-31 $38,316,157 185,335
2021-09-30 $31,798,294 165,642
2021-06-30 $36,988,612 169,961
2021-03-31 $39,219,419 169,144
2020-12-31 $28,382,560 155,931
2020-09-30 $22,872,152 153,350
2020-06-30 $18,250,534 144,273
2020-03-31 $17,609,650 151,755