Position in CAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$634,622,895
+$215,672,241 QoQ
Shares Held
595,946
+0.8% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#60
of 4,018 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FIFTH THIRD BANCORP holds $847,842,987 across 16 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
595,946 | $634,622,895 | |
| 2 | DE |
Deere & Co
|
262,117 | $166,268,676 | |
| 3 | PCAR |
Paccar Inc
|
152,361 | $18,301,603 | |
| 4 | FSS |
Federal Signal Corp /De/
|
92,836 | $11,928,497 | |
| 5 | AGCO |
Agco Corp /De
|
47,513 | $5,687,306 | |
| 6 | OSK |
Oshkosh Corp
|
24,734 | $3,796,174 | |
| 7 | TEX |
Terex Corp
|
42,727 | $3,093,007 | |
| 8 | ALG |
Alamo Group Inc
|
12,601 | $2,072,738 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,622,895 | 595,946 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $418,950,654 | 591,354 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $288,835,325 | 504,190 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $238,779,697 | 500,429 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $194,574,734 | 501,210 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $167,804,878 | 508,808 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $185,014,129 | 510,018 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $202,683,859 | 518,214 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $170,777,372 | 512,691 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $183,987,434 | 502,108 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $143,656,887 | 485,869 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $129,004,512 | 472,544 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $104,703,132 | 425,536 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $94,751,430 | 414,051 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $87,496,415 | 365,238 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $56,052,353 | 341,616 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $62,819,660 | 351,419 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $73,788,179 | 331,156 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $66,559,943 | 321,950 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $56,140,282 | 292,443 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $61,375,577 | 282,018 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $59,271,073 | 255,622 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $37,517,598 | 206,118 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $24,387,069 | 163,507 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $16,983,257 | 134,255 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $15,839,692 | 136,502 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||