Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,408,686
+$1,645,692 QoQ
Shares Held
4,140
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,318
of 4,051 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026SBI Securities Co., Ltd. holds $5,089,742 across 18 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
4,140 | $4,408,686 | |
| 2 | DE |
Deere & Co
|
965 | $612,128 | |
| 3 | PCAR |
Paccar Inc
|
243 | $29,189 | |
| 4 | TEX |
Terex Corp
|
161 | $11,654 | |
| 5 | XOS |
Xos, Inc.
|
3,235 | $9,769 | |
| 6 | AGCO |
Agco Corp /De
|
67 | $8,019 | |
| 7 | CNH |
CNH Industrial N.V.
|
302 | $3,391 | |
| 8 | BLBD |
Blue Bird Corp
|
23 | $1,816 |
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,408,686 | 4,140 | Shares | Defined | 2026-07-23 | |
| 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. | ||||||