Position in CAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$209,113,302
+$35,438,598 QoQ
Shares Held
295,166
-2.6% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $283,636,891 across 24 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
295,166 | $209,113,302 | |
| 2 | DE |
Deere & Co
|
98,170 | $55,299,159 | |
| 3 | FSS |
Federal Signal Corp /De/
|
60,959 | $6,592,104 | |
| 4 | PCAR |
Paccar Inc
|
40,830 | $4,715,864 | |
| 5 | OSK |
Oshkosh Corp
|
19,605 | $2,886,051 | |
| 6 | BLBD |
Blue Bird Corp
|
33,996 | $1,930,631 | |
| 7 | TEX |
Terex Corp
|
21,618 | $1,277,622 | |
| 8 | AGCO |
Agco Corp /De
|
6,603 | $765,088 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,113,302 | 295,166 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $173,674,704 | 303,166 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $160,173,527 | 335,688 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $106,953,018 | 275,503 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $84,593,369 | 256,499 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $94,035,732 | 259,223 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $93,835,159 | 239,914 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,049,854 | 246,322 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $104,092,133 | 284,071 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $99,935,274 | 337,996 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $112,062,951 | 410,487 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $82,643,759 | 335,882 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $72,833,129 | 318,271 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77,778,416 | 324,672 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $50,925,998 | 310,373 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $54,423,478 | 304,450 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $68,615,185 | 307,940 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $62,641,803 | 302,998 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $55,410,984 | 288,644 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $58,647,581 | 269,483 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $59,219,826 | 255,401 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $43,395,748 | 238,412 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $37,339,101 | 250,346 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $31,264,724 | 247,152 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $64,931,683 | 559,563 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||