Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$195,658,335
+$60,354,520 QoQ
Shares Held
183,734
-3.8% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#155
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $314,744,176 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
183,734 | $195,658,335 | |
| 2 | PCAR |
Paccar Inc
|
655,942 | $78,791,752 | |
| 3 | DE |
Deere & Co
|
54,336 | $34,466,954 | |
| 4 | CNH |
CNH Industrial N.V.
|
277,605 | $3,117,503 | |
| 5 | FSS |
Federal Signal Corp /De/
|
6,013 | $772,610 | |
| 6 | OSK |
Oshkosh Corp
|
3,829 | $587,674 | |
| 7 | TEX |
Terex Corp
|
7,525 | $544,734 | |
| 8 | AGCO |
Agco Corp /De
|
3,958 | $473,772 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,658,335 | 183,734 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $135,303,815 | 190,983 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $102,427,436 | 178,797 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $86,274,445 | 180,812 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $67,025,621 | 172,653 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $42,364,129 | 128,454 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $42,639,898 | 117,543 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $33,909,321 | 86,698 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $28,804,155 | 86,473 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $28,850,499 | 78,734 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $26,243,668 | 88,760 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $19,675,656 | 72,072 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $16,182,708 | 65,770 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $14,775,511 | 64,567 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $14,854,396 | 62,007 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $9,269,699 | 56,495 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $10,383,095 | 58,084 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $17,207,051 | 77,224 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $16,449,060 | 79,564 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $16,198,812 | 84,382 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $23,071,608 | 106,013 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $19,858,969 | 85,647 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $15,474,247 | 85,014 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $964,254 | 6,465 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $787,336 | 6,224 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $695,775 | 5,996 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||