Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,810,558,951
+$815,472,331 QoQ
Shares Held
1,700,215
+21.0% QoQ
Ownership
0.370%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#30
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$70,496,380
CallShares
66,200
PutValue
$125,764,690
PutShares
118,100
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 Jun 30, 2026UBS Group AG holds $3,624,565,699 across 25 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,700,215 | $1,810,558,951 | |
| 2 | DE |
Deere & Co
|
1,841,439 | $1,168,079,997 | |
| 3 | PCAR |
Paccar Inc
|
2,062,134 | $247,703,534 | |
| 4 | AGCO |
Agco Corp /De
|
950,746 | $113,804,295 | |
| 5 | OSK |
Oshkosh Corp
|
632,702 | $97,107,101 | |
| 6 | TEX |
Terex Corp
|
808,901 | $58,556,342 | |
| 7 | CNH |
CNH Industrial N.V.
|
4,478,873 | $50,297,741 | |
| 8 | FSS |
Federal Signal Corp /De/
|
218,676 | $28,097,678 |
All Filings in CAT
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,764,690 | 118,100 | Put | Defined | 2026-08-13 | |
| 2026-06-30 | $1,810,558,951 | 1,700,215 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $70,496,380 | 66,200 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $112,149,218 | 158,300 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $995,086,620 | 1,404,577 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $99,396,938 | 140,300 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $86,503,370 | 151,000 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $733,274,170 | 1,280,001 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $51,902,022 | 90,600 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $785,397,486 | 1,646,018 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $87,700,170 | 183,800 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $103,255,260 | 216,400 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $22,244,433 | 57,300 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $59,202,025 | 152,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $839,899,319 | 2,163,518 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $670,722,173 | 2,033,724 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $58,473,540 | 177,300 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $31,199,080 | 94,600 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $51,004,056 | 140,600 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $83,108,316 | 229,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $778,456,839 | 2,145,928 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $727,123,757 | 1,859,081 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $51,823,400 | 132,500 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $62,266,304 | 159,200 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $50,364,720 | 151,200 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $30,278,790 | 90,900 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $630,120,603 | 1,891,686 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $67,936,122 | 185,400 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $676,807,200 | 1,847,030 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $34,994,065 | 95,500 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $520,790,474 | 1,761,391 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $13,393,851 | 45,300 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $48,667,282 | 164,600 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $120,502,200 | 441,400 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $12,366,900 | 45,300 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $353,276,742 | 1,294,054 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $20,815,830 | 84,600 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $410,621,525 | 1,668,854 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $8,562,540 | 34,800 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $68,880,840 | 301,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $333,674,575 | 1,458,113 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $15,744,192 | 68,800 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $67,196,580 | 280,500 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $128,068,776 | 534,600 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $349,658,900 | 1,459,588 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $27,401,360 | 167,000 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $159,748,614 | 973,602 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $108,292,800 | 660,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $28,065,320 | 157,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $256,664,143 | 1,435,803 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||