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Equibles

OSAIC HOLDINGS, INC.

Position in CAT — Caterpillar Inc

CIK 1677044 SCOTTSDALE, AZ
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$330,262,759
+$121,149,457 QoQ
Shares Held
310,135
+5.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#97
of 4,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 17% Shared 0% None 83%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $421,471,724 across 24 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		310,135 $330,262,759
2 DE
Deere & Co
 109,746 $69,615,179
3 FSS
Federal Signal Corp /De/
 60,152 $7,728,928
4 PCAR
Paccar Inc
 38,134 $4,580,654
5 OSK
Oshkosh Corp
 19,715 $3,025,857
6 BLBD
Blue Bird Corp
 34,660 $2,736,753
7 TEX
Terex Corp
 23,707 $1,716,148
8 AGCO
Agco Corp /De
 7,177 $859,085

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $330,262,759 310,135
2026-03-31 $209,113,302 295,166
2025-12-31 $173,674,704 303,166
2025-09-30 $160,173,527 335,688
2025-06-30 $106,953,018 275,503
2025-03-31 $84,593,369 256,499
2024-12-31 $94,035,732 259,223
2024-09-30 $93,835,159 239,914
2024-06-30 $82,049,854 246,322
2024-03-31 $104,092,133 284,071
2023-12-31 $99,935,274 337,996
2023-09-30 $112,022,274 410,487
2023-06-30 $82,643,759 335,882
2023-03-31 $72,833,129 318,271
2022-12-31 $77,778,416 324,672
2022-09-30 $50,925,998 310,373
2022-06-30 $54,423,478 304,450
2022-03-31 $65,070,134 307,940
2021-12-31 $62,641,803 302,998
2021-09-30 $55,410,984 288,644
2021-06-30 $58,647,581 269,483
2021-03-31 $59,219,826 255,401
2020-12-31 $43,395,748 238,412
2020-09-30 $37,339,101 250,346
2020-06-30 $31,264,724 247,152
2020-03-31 $28,727,875 559,563