Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$329,949,680
+$96,273,359 QoQ
Shares Held
309,841
-6.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#98
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $436,906,220 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
309,841 | $329,949,680 | |
| 2 | DE |
Deere & Co
|
144,594 | $91,720,312 | |
| 3 | PCAR |
Paccar Inc
|
64,382 | $7,733,565 | |
| 4 | TEX |
Terex Corp
|
51,646 | $3,738,653 | |
| 5 | OSK |
Oshkosh Corp
|
12,790 | $1,963,009 | |
| 6 | CNH |
CNH Industrial N.V.
|
53,503 | $600,838 | |
| 7 | AGCO |
Agco Corp /De
|
3,843 | $460,007 | |
| 8 | BLBD |
Blue Bird Corp
|
3,750 | $296,100 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,949,680 | 309,841 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $233,676,321 | 329,837 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $203,652,993 | 355,496 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $182,870,600 | 383,256 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $157,481,268 | 405,660 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $144,769,008 | 438,960 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $157,718,616 | 434,774 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $170,361,311 | 435,573 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $146,865,788 | 440,906 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $162,296,610 | 442,913 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $129,415,350 | 437,702 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $121,231,383 | 444,071 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $108,319,329 | 440,233 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $98,749,036 | 431,520 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $103,091,292 | 430,336 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $70,171,109 | 427,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $76,037,889 | 425,363 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $96,106,276 | 431,318 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $87,612,897 | 423,783 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $78,443,357 | 408,623 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $84,981,468 | 390,486 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $87,811,951 | 378,712 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $69,115,906 | 379,716 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $57,298,358 | 384,166 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $49,234,053 | 389,202 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $44,201,840 | 380,919 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||