Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$544,712,323
+$202,669,961 QoQ
Shares Held
511,515
+5.9% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#69
of 4,030 holders
Holding Since
Sep 2025
3 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 Jun 30, 2026CIBC Bancorp USA Inc. holds $630,608,004 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
511,515 | $544,712,323 | |
| 2 | DE |
Deere & Co
|
81,317 | $51,581,811 | |
| 3 | OSK |
Oshkosh Corp
|
137,315 | $21,075,105 | |
| 4 | PCAR |
Paccar Inc
|
86,562 | $10,397,826 | |
| 5 | FSS |
Federal Signal Corp /De/
|
9,855 | $1,266,267 | |
| 6 | TEX |
Terex Corp
|
10,687 | $773,631 | |
| 7 | CNH |
CNH Industrial N.V.
|
53,168 | $597,075 | |
| 8 | ALG |
Alamo Group Inc
|
1,240 | $203,966 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,712,323 | 511,515 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $342,042,362 | 482,797 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $30,871,127 | 64,699 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||