Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$27,989,831
+$10,961,995 QoQ
Shares Held
26,284
+9.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#474
of 4,045 holders
Holding Since
Mar 2023
14 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, 2026Fifth Third Wealth Advisors LLC holds $36,732,555 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
26,284 | $27,989,831 | |
| 2 | DE |
Deere & Co
|
10,703 | $6,789,233 | |
| 3 | PCAR |
Paccar Inc
|
6,090 | $731,530 | |
| 4 | OSK |
Oshkosh Corp
|
2,676 | $410,712 | |
| 5 | CNH |
CNH Industrial N.V.
|
27,071 | $304,007 | |
| 6 | FSS |
Federal Signal Corp /De/
|
2,337 | $300,281 | |
| 7 | AGCO |
Agco Corp /De
|
1,729 | $206,961 |
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,989,831 | 26,284 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $17,027,836 | 24,035 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,292,755 | 17,967 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,340,104 | 17,479 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,845,306 | 17,633 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,506,340 | 16,696 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $5,700,410 | 15,714 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,850,764 | 14,959 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,934,244 | 11,811 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,543,757 | 6,942 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,800,630 | 6,090 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,529,892 | 5,604 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $731,752 | 2,974 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $641,438 | 2,803 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||