Position in CAT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$217,397,326
+$33,218,476 QoQ
Shares Held
306,859
-4.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Baird Financial Group, Inc. holds $431,196,865 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
306,859 | $217,397,326 | |
| 2 | PCAR |
Paccar Inc
|
912,155 | $105,353,902 | |
| 3 | DE |
Deere & Co
|
165,515 | $93,234,598 | |
| 4 | OSK |
Oshkosh Corp
|
51,905 | $7,640,934 | |
| 5 | TEX |
Terex Corp
|
57,496 | $3,398,013 | |
| 6 | FSS |
Federal Signal Corp /De/
|
30,284 | $3,274,911 | |
| 7 | AGCO |
Agco Corp /De
|
7,743 | $897,181 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,397,326 | 306,859 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $184,178,850 | 321,502 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $152,546,285 | 319,703 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $122,511,698 | 315,581 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $133,890,554 | 405,975 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $146,198,446 | 403,017 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $156,909,911 | 401,181 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $133,335,266 | 400,286 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $145,659,954 | 397,511 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $128,247,452 | 433,752 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $133,451,682 | 488,834 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $116,949,778 | 475,309 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $110,424,452 | 482,540 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $136,373,840 | 569,268 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $119,377,386 | 727,556 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $150,018,965 | 839,220 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $188,670,605 | 846,740 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $157,576,813 | 762,198 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $135,644,849 | 706,594 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $137,927,800 | 633,772 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $135,668,990 | 585,108 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $98,413,844 | 540,676 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $77,952,798 | 522,647 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $39,372,492 | 311,245 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $36,795,935 | 317,097 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||