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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 Jun 30, 2026 · filed Aug 14, 2026
Position Value
$184,515,221
+$40,848,036 QoQ
Shares Held
173,270
-14.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#167
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 83% Shared 0% None 17%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Jun 30, 2026
CallValue
$54,096,920
CallShares
50,800
PutValue
$100,952,520
PutShares
94,800

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

Allianz Asset Management GmbH holds $371,668,976 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (49.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		173,270 $184,515,221
2 FSS
Federal Signal Corp /De/
 873,703 $112,262,097
3 OSK
Oshkosh Corp
 145,231 $22,290,051
4 DE
Deere & Co
 27,845 $17,662,917
5 PCAR
Paccar Inc
 103,765 $12,464,251
6 WNC
WABASH NATIONAL Corp
 855,488 $11,549,088
7 AGCO
Agco Corp /De
 51,356 $6,147,312
8 TEX
Terex Corp
 42,551 $3,080,266

All Filings in CAT

Export CSV
46 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $54,096,920 50,800
2026-06-30 $100,952,520 94,800
2026-06-30 $184,515,221 173,270
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
2021-12-31 $80,348,465 388,645
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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