Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,694,439
+$103,413,761 QoQ
Shares Held
236,355
+12.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#126
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $311,201,470 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
236,355 | $251,694,439 | |
| 2 | DE |
Deere & Co
|
70,144 | $44,494,443 | |
| 3 | PCAR |
Paccar Inc
|
49,181 | $5,907,621 | |
| 4 | OSK |
Oshkosh Corp
|
22,941 | $3,520,984 | |
| 5 | FSS |
Federal Signal Corp /De/
|
13,084 | $1,681,163 | |
| 6 | TEX |
Terex Corp
|
17,684 | $1,280,144 | |
| 7 | CNH |
CNH Industrial N.V.
|
76,852 | $863,047 | |
| 8 | ALG |
Alamo Group Inc
|
2,666 | $438,530 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,694,439 | 236,355 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $148,280,678 | 209,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $81,108,080 | 141,582 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,980,089 | 134,088 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $51,331,455 | 132,226 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $44,526,957 | 135,012 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $47,954,332 | 132,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,592,545 | 129,353 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,061,835 | 129,276 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $46,840,746 | 127,830 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $44,552,146 | 150,682 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $40,709,760 | 149,120 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $33,304,343 | 135,356 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $30,439,152 | 133,015 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,113,563 | 117,355 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $19,364,065 | 118,016 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $15,380,867 | 86,042 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $16,171,607 | 72,577 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,035,578 | 67,890 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,908,446 | 67,242 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $13,282,394 | 61,032 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,260,711 | 44,252 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,351,969 | 40,391 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,119,573 | 34,325 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $4,413,838 | 34,892 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,600,837 | 31,031 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||