Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,361,948
-$19,785,220 QoQ
Shares Held
2,218
-92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,746
of 4,031 holders
Holding Since
Jun 2024
9 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, 2026MANNING & NAPIER ADVISORS LLC holds $2,918,156 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.9% of the industry book) .
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,361,948 | 2,218 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,147,168 | 31,261 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,819,010 | 34,596 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $20,107,101 | 42,140 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $31,039,330 | 79,955 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,847,044 | 102,629 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $41,171,446 | 113,495 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $48,743,721 | 124,626 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $44,877,563 | 134,727 | Shares | Sole | 2024-07-11 | |
| No filing history on record for this holder in this stock. | ||||||