Position in CAT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,945,482,876
+$357,314,806 QoQ
Shares Held
2,746,073
-0.9% QoQ
Ownership
0.596%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 7%
None 8%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,580,131,801 across 20 Farm & Heavy Construction Machinery names. CAT ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,746,073 | $1,945,482,876 | |
| 2 | DE |
Deere & Co
|
1,945,820 | $1,096,080,404 | |
| 3 | PCAR |
Paccar Inc
|
5,146,495 | $594,420,171 | |
| 4 | OSK |
Oshkosh Corp
|
3,051,511 | $449,212,931 | |
| 5 | AGCO |
Agco Corp /De
|
3,537,474 | $409,887,111 | |
| 6 | CNH |
CNH Industrial N.V.
|
29,204,840 | $321,253,240 | |
| 7 | TEX |
Terex Corp
|
4,442,435 | $262,547,906 | |
| 8 | FSS |
Federal Signal Corp /De/
|
1,208,087 | $130,642,526 |
All Filings in CAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,945,482,876 | 2,746,073 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,588,168,070 | 2,772,301 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,383,099,435 | 2,898,668 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,152,361,008 | 2,968,396 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,018,347,533 | 3,087,773 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,154,133,633 | 3,181,535 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,212,063,668 | 3,098,956 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,022,563,701 | 3,069,840 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,064,289,337 | 2,904,482 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $837,834,458 | 2,833,681 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $737,625,798 | 2,701,926 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $644,028,736 | 2,617,471 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $571,969,331 | 2,499,429 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $574,163,271 | 2,396,741 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $398,254,317 | 2,427,196 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $421,631,378 | 2,358,645 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $515,392,909 | 2,313,046 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $473,073,631 | 2,288,254 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $462,095,018 | 2,407,121 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $532,676,628 | 2,447,625 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $569,845,798 | 2,457,609 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $468,610,490 | 2,574,500 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $412,768,896 | 2,767,475 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $348,163,673 | 2,752,282 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $304,246,784 | 2,621,913 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||