Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$309,799,642
+$161,568,557 QoQ
Shares Held
290,919
+39.0% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#106
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)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026SEI INVESTMENTS CO holds $607,867,014 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
290,919 | $309,799,642 | |
| 2 | DE |
Deere & Co
|
115,238 | $73,098,919 | |
| 3 | CNH |
CNH Industrial N.V.
|
6,388,379 | $71,741,495 | |
| 4 | OSK |
Oshkosh Corp
|
347,719 | $53,367,911 | |
| 5 | FSS |
Federal Signal Corp /De/
|
214,417 | $27,550,439 | |
| 6 | PCAR |
Paccar Inc
|
121,851 | $14,636,741 | |
| 7 | AGCO |
Agco Corp /De
|
110,438 | $13,219,428 | |
| 8 | BLBD |
Blue Bird Corp
|
156,388 | $12,348,396 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,799,642 | 290,919 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $148,231,085 | 209,230 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $100,087,834 | 174,713 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $54,980,085 | 115,226 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $40,442,164 | 104,176 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,761,012 | 99,336 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,433,567 | 103,191 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $46,797,116 | 119,649 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $39,368,755 | 118,189 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $41,896,506 | 114,337 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $29,630,864 | 100,216 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $83,814,822 | 307,014 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,389,564 | 90,996 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $23,837,346 | 104,166 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,652,226 | 86,209 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $11,918,770 | 72,640 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,661,375 | 76,423 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,626,572 | 65,643 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,566,688 | 55,948 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,417,770 | 64,686 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,788,056 | 113,900 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $33,299,777 | 143,614 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $27,928,056 | 153,434 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $22,026,471 | 147,680 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $15,825,529 | 125,103 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $13,592,577 | 117,137 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||