Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,205,412
+$7,344,030 QoQ
Shares Held
18,974
+4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#569
of 4,045 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026MATHER GROUP, LLC. holds $22,412,134 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
18,974 | $20,205,412 | |
| 2 | DE |
Deere & Co
|
1,917 | $1,216,010 | |
| 3 | PCAR |
Paccar Inc
|
7,224 | $867,746 | |
| 4 | FSS |
Federal Signal Corp /De/
|
839 | $107,803 | |
| 5 | AGCO |
Agco Corp /De
|
51 | $6,104 | |
| 6 | ALG |
Alamo Group Inc
|
28 | $4,605 | |
| 7 | OSK |
Oshkosh Corp
|
22 | $3,376 | |
| 8 | CNH |
CNH Industrial N.V.
|
96 | $1,078 |
All Filings in CAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,205,412 | 18,974 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,861,382 | 18,154 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,655,954 | 18,601 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,156,508 | 19,190 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,550,684 | 19,450 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,113,925 | 12,474 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,337,158 | 11,956 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,759,148 | 12,168 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $8,324,835 | 24,992 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,651,487 | 7,236 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,746,182 | 9,288 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,229,864 | 8,168 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,126,118 | 8,641 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $714,209 | 3,121 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $650,644 | 2,716 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $466,807 | 2,845 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $472,462 | 2,643 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $577,549 | 2,592 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $501,757 | 2,427 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $440,187 | 2,293 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $508,383 | 2,336 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $531,909 | 2,294 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $358,761 | 1,971 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||