Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$898,469,969
+$209,321,884 QoQ
Shares Held
843,713
-13.3% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#51
of 4,025 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $2,040,514,858 across 18 Farm & Heavy Construction Machinery names. CAT ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
843,713 | $898,469,969 | |
| 2 | CNH |
CNH Industrial N.V.
|
53,055,693 | $595,815,425 | |
| 3 | DE |
Deere & Co
|
400,015 | $253,741,511 | |
| 4 | OSK |
Oshkosh Corp
|
988,251 | $151,676,758 | |
| 5 | FSS |
Federal Signal Corp /De/
|
617,225 | $79,307,238 | |
| 6 | ALG |
Alamo Group Inc
|
70,029 | $11,519,067 | |
| 7 | PCAR |
Paccar Inc
|
92,310 | $11,088,273 | |
| 8 | TEX |
Terex Corp
|
127,264 | $9,212,635 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,469,969 | 843,713 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $689,148,085 | 972,741 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $500,527,972 | 873,720 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $245,015,088 | 513,497 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $201,440,611 | 518,896 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $187,832,638 | 569,535 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $168,243,005 | 463,786 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $173,389,358 | 443,315 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $129,198,493 | 387,867 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $135,851,719 | 370,744 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $115,833,153 | 391,765 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $90,420,603 | 331,211 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $73,596,258 | 299,111 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $65,516,202 | 286,297 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $57,279,750 | 239,104 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $30,998,646 | 188,924 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,357,313 | 192,198 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $44,773,893 | 200,942 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $110,540,153 | 534,682 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $101,761,759 | 530,092 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $108,807,816 | 499,967 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $130,224,218 | 561,626 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $129,012,315 | 708,781 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $101,033,462 | 677,395 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $83,536,046 | 660,364 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $72,672,137 | 626,268 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||