Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$318,020,669
+$109,608,742 QoQ
Shares Held
298,639
+1.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#103
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $410,707,827 across 14 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
298,639 | $318,020,669 | |
| 2 | DE |
Deere & Co
|
119,508 | $75,807,506 | |
| 3 | PCAR |
Paccar Inc
|
103,868 | $12,476,623 | |
| 4 | OSK |
Oshkosh Corp
|
14,618 | $2,243,569 | |
| 5 | FSS |
Federal Signal Corp /De/
|
5,975 | $767,727 | |
| 6 | CNH |
CNH Industrial N.V.
|
46,541 | $522,654 | |
| 7 | AGCO |
Agco Corp /De
|
3,672 | $439,537 | |
| 8 | TEX |
Terex Corp
|
2,220 | $160,705 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,020,669 | 298,639 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $208,411,927 | 294,176 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $198,437,584 | 346,392 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $135,270,593 | 283,497 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $109,130,101 | 281,111 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $106,213,408 | 322,054 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $100,635,427 | 277,416 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $105,102,939 | 268,723 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $95,127,363 | 285,582 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $106,974,840 | 291,938 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $95,998,431 | 324,681 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $76,575,681 | 280,497 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $65,411,654 | 265,847 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $53,017,193 | 231,678 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $51,096,709 | 213,294 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $33,666,426 | 205,183 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $33,878,416 | 189,519 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $39,838,656 | 178,793 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,102,997 | 145,608 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,602,626 | 138,577 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,564,381 | 135,847 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $29,968,038 | 129,245 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $21,648,366 | 118,934 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,619,584 | 104,724 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,652,656 | 100,021 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $10,671,849 | 91,967 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||