Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$80,104,972
+$32,366,812 QoQ
Shares Held
75,223
+11.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#263
of 4,045 holders
Holding Since
Sep 2023
12 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, 2026NEOS Investment Management LLC holds $154,198,393 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (51.9% of the industry book) .
All Filings in CAT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,104,972 | 75,223 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $47,738,160 | 67,383 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,341,875 | 94,859 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,025,143 | 81,788 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $19,488,141 | 50,200 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $16,523,309 | 50,101 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,956,465 | 38,473 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $13,469,390 | 34,438 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $8,523,362 | 25,588 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,330,089 | 14,546 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $3,749,981 | 12,683 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,026,205 | 11,085 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||