Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$207,012,300
+$80,159,704 QoQ
Shares Held
194,396
+8.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#148
of 4,045 holders
Holding Since
Dec 2021
19 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, 2026TD Waterhouse Canada Inc. holds $268,044,550 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
194,396 | $207,012,300 | |
| 2 | DE |
Deere & Co
|
93,591 | $59,367,579 | |
| 3 | PCAR |
Paccar Inc
|
12,413 | $1,491,049 | |
| 4 | OSK |
Oshkosh Corp
|
914 | $140,280 | |
| 5 | AGCO |
Agco Corp /De
|
259 | $31,002 | |
| 6 | BLBD |
Blue Bird Corp
|
28 | $2,210 | |
| 7 | GP |
GREENPOWER MOTOR Co INC.
|
65 | $109 | |
| 8 | XOS |
Xos, Inc.
|
7 | $21 |
All Filings in CAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,012,300 | 194,396 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $126,852,596 | 179,054 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $57,897,106 | 101,065 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $29,545,605 | 61,921 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $24,235,562 | 62,429 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $20,518,836 | 62,216 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $26,297,197 | 72,492 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,841,188 | 73,740 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $26,891,496 | 80,731 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $22,665,161 | 61,854 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $17,097,709 | 57,827 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $13,532,610 | 49,570 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,514,841 | 50,863 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $13,617,124 | 59,505 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $14,816,786 | 61,850 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $9,894,188 | 60,301 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $10,679,122 | 59,740 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $11,062,121 | 49,646 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $10,386,204 | 50,238 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||