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Equibles

Allianz Asset Management GmbH

Position in CAT — Caterpillar Inc

CIK 1535323 MUNICH, 2M
Back to CAT Full portfolio

Position in CAT

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$143,667,185
+$41,938,078 QoQ
Shares Held
202,788
+14.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 85.33493106100953.ToString("F0")% Shared 0.ToString("F0")% None 14.665068938990473.ToString("F0")%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Mar 31, 2026
CallValue
$19,057,574
CallShares
26,900
PutValue
$46,120,746
PutShares
65,100

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 Mar 31, 2026

Allianz Asset Management GmbH holds $295,490,284 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (48.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		202,788 $143,667,185
2 FSS
Federal Signal Corp /De/
 873,673 $94,478,997
3 OSK
Oshkosh Corp
 145,149 $21,367,381
4 DE
Deere & Co
 29,080 $16,380,763
5 WNC
WABASH NATIONAL Corp
 754,772 $6,506,134
6 TEX
Terex Corp
 92,730 $5,480,342
7 PCAR
Paccar Inc
 41,248 $4,764,144
8 CNH
CNH Industrial N.V.
 151,182 $1,663,002

All Filings in CAT

Export CSV
42 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $46,120,746 65,100
2026-03-31 $143,667,185 202,788
2026-03-31 $19,057,574 26,900
2025-12-31 $91,945,635 160,500
2025-12-31 $101,729,107 177,578
2025-12-31 $21,024,329 36,700
2025-09-30 $118,626,169 248,614
2025-09-30 $25,288,950 53,000
2025-09-30 $19,563,150 41,000
2025-06-30 $23,758,452 61,200
2025-06-30 $94,624,633 243,746
2025-06-30 $16,848,314 43,400
2025-03-31 $23,745,600 72,000
2025-03-31 $65,636,465 199,019
2025-03-31 $16,325,100 49,500
2024-12-31 $13,023,084 35,900
2024-12-31 $141,070,470 388,881
2024-12-31 $7,799,340 21,500
2024-09-30 $34,105,664 87,200
2024-09-30 $9,973,560 25,500
2024-09-30 $82,070,273 209,834
2024-06-30 $6,262,280 18,800
2024-06-30 $95,884,831 287,856
2024-06-30 $8,294,190 24,900
2024-03-31 $183,215 500
2024-03-31 $83,315,920 227,372
2024-03-31 $183,215 500
2023-12-31 $59,096,153 199,872
2023-09-30 $69,970,719 256,303
2023-06-30 $46,873,015 190,502
2023-03-31 $43,691,734 190,927
2022-12-31 $38,409,612 160,334
2022-09-30 $34,414,957 209,745
2022-06-30 $37,044,076 207,228
2022-03-31 $61,662,090 276,735
2021-09-30 $125,927,134 655,973
2021-06-30 $161,339,346 741,347
2021-03-31 $214,009,516 922,972
2020-12-31 $140,254,782 770,546
2020-09-30 $181,681,105 1,218,110
2020-06-30 $164,565,368 1,300,912
2020-03-31 $176,356,198 1,519,788

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