Universal- Beteiligungs- und Servicegesellschaft mbH
Position in CAT — Caterpillar Inc
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in CAT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$200,133,573
+$46,986,518 QoQ
Shares Held
282,491
+5.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.66972399120681.ToString("F0")%
Shared 0.3302760087932005.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $454,382,333 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
282,491 | $200,133,573 | |
| 2 | DE |
Deere & Co
|
267,550 | $150,710,915 | |
| 3 | PCAR |
Paccar Inc
|
433,209 | $50,035,639 | |
| 4 | FSS |
Federal Signal Corp /De/
|
184,875 | $19,992,382 | |
| 5 | OSK |
Oshkosh Corp
|
89,065 | $13,111,258 | |
| 6 | TEX |
Terex Corp
|
196,911 | $11,637,440 | |
| 7 | AGCO |
Agco Corp /De
|
40,943 | $4,744,065 | |
| 8 | BLBD |
Blue Bird Corp
|
33,223 | $1,886,734 |
All Filings in CAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||