Position in CAT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,762,994
+$751,075 QoQ
Shares Held
3,900
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026SBI Securities Co., Ltd. holds $3,343,991 across 17 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,900 | $2,762,994 | |
| 2 | DE |
Deere & Co
|
915 | $515,419 | |
| 3 | PCAR |
Paccar Inc
|
185 | $21,367 | |
| 4 | AGCO |
Agco Corp /De
|
167 | $19,350 | |
| 5 | TEX |
Terex Corp
|
161 | $9,515 | |
| 6 | XOS |
Xos, Inc.
|
3,258 | $5,310 | |
| 7 | CNH |
CNH Industrial N.V.
|
398 | $4,378 | |
| 8 | ALG |
Alamo Group Inc
|
8 | $1,319 |
All Filings in CAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,762,994 | 3,900 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $2,011,919 | 3,512 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $1,620,878 | 3,397 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,469,763 | 3,786 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,167,492 | 3,540 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,304,122 | 3,595 | Shares | Defined | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||