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Equibles

HighTower Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1462245 CHICAGO, IL
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$601,593,957
+$181,908,630 QoQ
Shares Held
564,930
-4.6% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#63
of 4,051 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)

Derivatives in CAT

reported options exposure · as of Mar 31, 2024
CallValue
$0
CallShares
0
PutValue
$600
PutShares
5,000

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, 2026

HighTower Advisors, LLC holds $794,998,294 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		564,930 $601,593,957
2 DE
Deere & Co
 219,618 $139,310,285
3 OSK
Oshkosh Corp
 127,908 $19,631,319
4 BLBD
Blue Bird Corp
 152,967 $12,078,274
5 LNN
Lindsay Corp
 78,535 $9,722,633
6 PCAR
Paccar Inc
 48,534 $5,829,904
7 FSS
Federal Signal Corp /De/
 34,882 $4,481,988
8 AGCO
Agco Corp /De
 9,360 $1,120,392

All Filings in CAT

Export CSV
36 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $601,593,957 564,930
2026-03-31 $419,685,327 592,391
2025-12-31 $362,520,156 632,814
2025-09-30 $316,223,050 662,733
2025-06-30 $258,671,698 666,319
2025-03-31 $213,114,781 646,194
2024-12-31 $237,217,833 653,925
2024-09-30 $196,741,182 503,020
2024-06-30 $158,587,910 476,097
2024-03-31 $171,677,585 468,514
2024-03-31 $600 5,000
2023-12-31 $748 500
2023-12-31 $149,248,302 504,780
2023-09-30 $135,391,620 495,940
2023-09-30 $124,215 455
2023-06-30 $117,438,188 477,294
2023-03-31 $105,911,728 462,820
2022-12-31 $120,261,994 502,012
2022-09-30 $69,584,359 424,088
2022-06-30 $2,002,112 11,200
2022-06-30 $73,319,844 410,158
2022-03-31 $89,677,474 402,466
2022-03-31 $13,814 62
2021-12-31 $83,629,224 404,514
2021-12-31 $15,712 76
2021-09-30 $72,173,233 375,961
2021-06-30 $15,000 3,800
2021-06-30 $80,394,480 369,409
2021-03-31 $84,039,658 362,443
2021-03-31 $29,679 128
2020-12-31 $69,475,759 381,693
2020-12-31 $53,149 292
2020-09-30 $51,410,066 344,687
2020-09-30 $57,000 15,700
2020-06-30 $39,415,123 311,582
2020-03-31 $36,688,134 316,168