Position in CAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$99,606,486
+$55,387,956 QoQ
Shares Held
93,536
+49.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#235
of 4,045 holders
Holding Since
Mar 2023
13 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, 2026OFI INVEST ASSET MANAGEMENT holds $141,760,173 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.3% of the industry book) .
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,606,486 | 93,536 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $44,218,530 | 62,415 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $44,659,799 | 77,958 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $35,292,876 | 73,966 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $36,584,133 | 94,238 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $38,653,879 | 117,204 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $42,288,384 | 116,574 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $48,474,710 | 145,526 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $76,554,189 | 208,919 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $69,275,185 | 234,299 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $49,016,877 | 179,549 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $29,277,735 | 118,991 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $123,610 | 28,286,912 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||