Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$273,517,434
+$83,481,542 QoQ
Shares Held
256,848
-4.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#118
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $374,599,815 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
256,848 | $273,517,434 | |
| 2 | DE |
Deere & Co
|
105,338 | $66,819,053 | |
| 3 | PCAR |
Paccar Inc
|
214,507 | $25,766,580 | |
| 4 | CNH |
CNH Industrial N.V.
|
358,799 | $4,029,312 | |
| 5 | OSK |
Oshkosh Corp
|
7,730 | $1,186,400 | |
| 6 | TEX |
Terex Corp
|
15,716 | $1,137,681 | |
| 7 | FSS |
Federal Signal Corp /De/
|
8,070 | $1,036,914 | |
| 8 | AGCO |
Agco Corp /De
|
7,062 | $845,321 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,517,434 | 256,848 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $190,035,892 | 268,238 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $147,620,577 | 257,686 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $106,873,965 | 223,984 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $148,708,887 | 383,063 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $129,775,640 | 393,498 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $145,215,004 | 400,306 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $170,220,899 | 435,214 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $158,223,498 | 475,003 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $146,753,748 | 400,496 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $101,833,773 | 344,417 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $90,943,125 | 333,125 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $84,310,261 | 342,655 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $78,203,323 | 341,738 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $81,828,425 | 341,578 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $54,509,836 | 332,215 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $58,052,309 | 324,750 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $64,735,671 | 290,529 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $62,533,887 | 302,476 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $64,598,864 | 336,505 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $77,371,381 | 355,518 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $92,386,281 | 398,440 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $100,564,593 | 552,492 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $82,603,444 | 553,828 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $69,188,542 | 546,945 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $66,662,890 | 574,482 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||