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Equibles

DIMENSIONAL FUND ADVISORS LP

Position in CAT — Caterpillar Inc

CIK 354204 AUSTIN, TX
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,920,152,805
+$974,669,929 QoQ
Shares Held
2,742,185
-0.1% QoQ
Ownership
0.597%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#21
of 4,051 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $6,999,961,067 across 20 Farm & Heavy Construction Machinery names. CAT ranks #1 (41.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		2,742,185 $2,920,152,805
2 DE
Deere & Co
 1,967,598 $1,248,106,437
3 PCAR
Paccar Inc
 5,149,395 $618,545,325
4 OSK
Oshkosh Corp
 3,206,164 $492,082,049
5 AGCO
Agco Corp /De
 3,604,608 $431,471,575
6 CNH
CNH Industrial N.V.
 33,985,418 $381,656,241
7 TEX
Terex Corp
 4,412,985 $319,455,982
8 FSS
Federal Signal Corp /De/
 1,226,624 $157,608,915

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,920,152,805 2,742,185
2026-03-31 $1,945,482,876 2,746,073
2025-12-31 $1,588,168,070 2,772,301
2025-09-30 $1,383,099,435 2,898,668
2025-06-30 $1,152,361,008 2,968,396
2025-03-31 $1,018,347,533 3,087,773
2024-12-31 $1,154,133,633 3,181,535
2024-09-30 $1,212,063,668 3,098,956
2024-06-30 $1,022,563,701 3,069,840
2024-03-31 $1,064,289,337 2,904,482
2023-12-31 $837,834,458 2,833,681
2023-09-30 $737,625,798 2,701,926
2023-06-30 $644,028,736 2,617,471
2023-03-31 $571,969,331 2,499,429
2022-12-31 $574,163,271 2,396,741
2022-09-30 $398,254,317 2,427,196
2022-06-30 $421,631,378 2,358,645
2022-03-31 $515,392,909 2,313,046
2021-12-31 $473,073,631 2,288,254
2021-09-30 $462,095,018 2,407,121
2021-06-30 $532,676,628 2,447,625
2021-03-31 $569,845,798 2,457,609
2020-12-31 $468,610,490 2,574,500
2020-09-30 $412,768,896 2,767,475
2020-06-30 $348,163,673 2,752,282
2020-03-31 $304,246,784 2,621,913