Universal- Beteiligungs- und Servicegesellschaft mbH
Position in CAT — Caterpillar Inc
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$300,203,829
+$100,070,256 QoQ
Shares Held
281,908
-0.2% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#113
of 4,045 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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $587,196,407 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
281,908 | $300,203,829 | |
| 2 | DE |
Deere & Co
|
272,848 | $173,075,671 | |
| 3 | PCAR |
Paccar Inc
|
423,383 | $50,856,765 | |
| 4 | FSS |
Federal Signal Corp /De/
|
193,419 | $24,852,407 | |
| 5 | TEX |
Terex Corp
|
216,364 | $15,662,589 | |
| 6 | OSK |
Oshkosh Corp
|
84,741 | $13,006,048 | |
| 7 | AGCO |
Agco Corp /De
|
41,203 | $4,931,999 | |
| 8 | BLBD |
Blue Bird Corp
|
34,788 | $2,746,860 |
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,203,829 | 281,908 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $200,133,573 | 282,491 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $153,147,055 | 267,333 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $133,453,606 | 279,689 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $111,779,634 | 287,936 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $91,336,790 | 276,946 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $108,958,230 | 300,359 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||