Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$404,345,723
+$145,213,018 QoQ
Shares Held
379,703
+3.8% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#79
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2022CallValue
$53,628
CallShares
300
PutValue
$0
PutShares
0
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, 2026Creative Planning holds $521,681,894 across 18 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
379,703 | $404,345,723 | |
| 2 | DE |
Deere & Co
|
105,275 | $66,779,090 | |
| 3 | PCAR |
Paccar Inc
|
119,255 | $14,324,909 | |
| 4 | FSS |
Federal Signal Corp /De/
|
53,933 | $6,929,850 | |
| 5 | TEX |
Terex Corp
|
94,715 | $6,856,418 | |
| 6 | OSK |
Oshkosh Corp
|
33,650 | $5,164,601 | |
| 7 | ALG |
Alamo Group Inc
|
25,879 | $4,256,836 | |
| 8 | CNH |
CNH Industrial N.V.
|
271,740 | $3,051,639 |
All Filings in CAT
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,345,723 | 379,703 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $259,132,705 | 365,769 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $203,952,603 | 356,019 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $164,099,995 | 343,917 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $107,126,548 | 275,950 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $86,560,956 | 262,465 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $87,663,855 | 241,658 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $89,142,114 | 227,915 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $74,662,014 | 224,143 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $74,608,078 | 203,608 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $53,401,845 | 180,613 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $45,626,763 | 167,131 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $39,895,284 | 162,143 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $35,964,951 | 157,162 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $38,841,060 | 162,135 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $24,593,458 | 149,887 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $26,492,410 | 148,201 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $53,628 | 300 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $32,022,130 | 143,713 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,621,497 | 133,605 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,093,138 | 135,923 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $27,535,199 | 126,523 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $36,351,651 | 156,776 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $27,321,566 | 150,102 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $54,606 | 300 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $44,745 | 300 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $23,227,129 | 155,730 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $89,490 | 600 | Put | Sole | 2020-11-05 | |
| 2020-06-30 | $18,042,568 | 142,629 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $37,950 | 300 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $15,334,221 | 132,146 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $34,812 | 300 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $34,812 | 300 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||