Rakuten Investment Management, Inc.

Position in CAT — Caterpillar Inc

CIK 2062680 TOKYO, M0

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$80,511,764

+$31,494,834 QoQ

Shares Held

75,605

+9.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#261

of 4,031 holders

Holding Since

Mar 2025

5 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, 2026

Rakuten Investment Management, Inc. holds $121,509,223 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	75,605	$80,511,764
2	DE	Deere & Co	40,620	$25,766,484
3	PCAR	Paccar Inc	126,798	$15,230,975

All Filings in CAT

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,511,764	75,605	+9.3%	Shares	Sole	2026-08-18
2026-03-31	$49,016,930	69,188	+12.3%	Shares	Sole	2026-05-12
2025-12-31	$35,279,053	61,583	+408.6%	Shares	Sole	2026-02-17
2025-09-30	$547,932	12,109	-72.4%	Shares	Sole	2025-10-30
2025-03-31	$14,451,176	43,818	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.