Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,124,215,992
+$397,196,469 QoQ
Shares Held
1,055,701
+2.9% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#41
of 4,030 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$70,846
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $1,990,494,149 across 14 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,055,701 | $1,124,215,992 | |
| 2 | DE |
Deere & Co
|
901,116 | $571,604,910 | |
| 3 | PCAR |
Paccar Inc
|
1,155,961 | $138,854,033 | |
| 4 | OSK |
Oshkosh Corp
|
301,656 | $46,298,161 | |
| 5 | FSS |
Federal Signal Corp /De/
|
322,816 | $41,478,624 | |
| 6 | AGCO |
Agco Corp /De
|
167,047 | $19,995,524 | |
| 7 | TEX |
Terex Corp
|
274,147 | $19,845,499 | |
| 8 | CNH |
CNH Industrial N.V.
|
1,061,396 | $11,919,475 |
All Filings in CAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,124,215,992 | 1,055,701 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $70,846 | 100 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $727,019,523 | 1,026,197 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $583,797,492 | 1,019,075 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $488,082,457 | 1,022,912 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $377,499,283 | 972,410 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $322,364,987 | 977,456 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $353,230,292 | 973,730 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||