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Equibles

BARCLAYS PLC

Position in CAT — Caterpillar Inc

CIK 312069 LONDON, X0
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$976,533,531
-$261,557,702 QoQ
Shares Held
917,019
-47.5% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#47
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Jun 30, 2026
CallValue
$104,786,160
CallShares
98,400
PutValue
$1,890,836,440
PutShares
1,775,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

BARCLAYS PLC holds $1,492,961,982 across 20 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		917,019 $976,533,531
2 DE
Deere & Co
 509,463 $323,167,662
3 PCAR
Paccar Inc
 1,162,777 $139,672,771
4 AGCO
Agco Corp /De
 152,469 $18,250,538
5 OSK
Oshkosh Corp
 82,120 $12,603,775
6 CNH
CNH Industrial N.V.
 655,739 $7,363,948
7 FSS
Federal Signal Corp /De/
 56,282 $7,231,673
8 TEX
Terex Corp
 38,675 $2,799,681

All Filings in CAT

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $104,786,160 98,400
2026-06-30 $1,890,836,440 1,775,600
2026-06-30 $976,533,531 917,019
2026-03-31 $48,883,740 69,000
2026-03-31 $1,238,091,233 1,747,581
2026-03-31 $376,617,336 531,600
2025-12-31 $17,300,674 30,200
2025-12-31 $99,736,667 174,100
2025-12-31 $657,557,370 1,147,830
2025-09-30 $82,737,810 173,400
2025-09-30 $12,978,480 27,200
2025-09-30 $561,439,021 1,176,651
2025-06-30 $20,458,667 52,700
2025-06-30 $544,692,399 1,403,087
2025-06-30 $111,299,807 286,700
2025-03-31 $1,253,240 3,800
2025-03-31 $20,018,860 60,700
2025-03-31 $449,921,073 1,364,224
2024-12-31 $475,492,384 1,310,763
2024-12-31 $1,741,248 4,800
2024-12-31 $1,596,144 4,400
2024-09-30 $732,793,042 1,873,576
2024-09-30 $13,141,632 33,600
2024-09-30 $21,863,608 55,900
2024-06-30 $488,973,810 1,467,949
2024-06-30 $93,534,480 280,800
2024-03-31 $35,580,353 97,100
2024-03-31 $34,187,919 93,300
2024-03-31 $846,126,809 2,309,109
2023-12-31 $420,303,181 1,421,528
2023-12-31 $8,840,533 29,900
2023-12-31 $8,012,657 27,100
2023-09-30 $379,123,563 1,388,731
2023-09-30 $4,641,000 17,000
2023-06-30 $27,163,920 110,400
2023-06-30 $268,242,970 1,090,197
2023-06-30 $40,598,250 165,000
2023-03-31 $216,029,992 944,022
2023-03-31 $43,479,600 190,000
2023-03-31 $56,935,392 248,800
2022-12-31 $18,829,416 78,600
2022-12-31 $534,739,123 2,232,172
2022-12-31 $57,111,104 238,400
2022-09-30 $160,367,358 977,373
2022-06-30 $2,645,648 14,800
2022-06-30 $17,214,588 96,300
2022-06-30 $79,759,314 446,181
2022-03-31 $182,713,066 820,003
2021-12-31 $1,116,396 5,400
2021-12-31 $319,200,355 1,543,970

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