Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$311,013,629
+$101,443,368 QoQ
Shares Held
292,059
-1.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#106
of 4,055 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 Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$110
PutShares
1,000
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, 2026Cetera Investment Advisers holds $424,160,289 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
292,059 | $311,013,629 | |
| 2 | DE |
Deere & Co
|
151,459 | $96,074,987 | |
| 3 | PCAR |
Paccar Inc
|
58,721 | $7,053,566 | |
| 4 | FSS |
Federal Signal Corp /De/
|
17,019 | $2,186,771 | |
| 5 | OSK |
Oshkosh Corp
|
10,824 | $1,661,267 | |
| 6 | AGCO |
Agco Corp /De
|
12,983 | $1,554,065 | |
| 7 | TEX |
Terex Corp
|
19,823 | $1,434,986 | |
| 8 | CNH |
CNH Industrial N.V.
|
110,319 | $1,238,882 |
All Filings in CAT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,013,629 | 292,059 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $209,570,261 | 295,811 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $164,941,876 | 287,922 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $131,417,607 | 275,422 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $90,444,389 | 232,978 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $77,567,311 | 235,195 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $84,713,166 | 233,524 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $93,084,213 | 237,994 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $78,564,632 | 235,859 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $92,224,934 | 251,685 | Shares | Sole | 2024-05-24 | |
| 2024-03-31 | $110 | 1,000 | Put | Sole | 2024-05-24 | |
| 2023-12-31 | $22,871,552 | 77,355 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,469,540 | 74,980 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,370,391 | 70,597 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,009,417 | 69,959 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,704,595 | 65,556 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,741,815 | 34,994 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,202,207 | 51,478 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,636,774 | 52,225 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,813,122 | 52,303 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,429,922 | 54,331 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,366,369 | 47,633 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,839,171 | 42,434 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,672,143 | 42,150 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,630,060 | 10,929 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,446,021 | 11,431 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,397,353 | 12,042 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||