Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$629,461,322
+$220,399,354 QoQ
Shares Held
591,099
+2.4% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#61
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, 2026STIFEL FINANCIAL CORP holds $966,651,357 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
591,099 | $629,461,322 | |
| 2 | DE |
Deere & Co
|
441,309 | $279,935,535 | |
| 3 | PCAR |
Paccar Inc
|
187,622 | $22,537,153 | |
| 4 | FSS |
Federal Signal Corp /De/
|
74,832 | $9,615,162 | |
| 5 | OSK |
Oshkosh Corp
|
60,738 | $9,322,067 | |
| 6 | ASTE |
Astec Industries Inc
|
108,565 | $6,643,090 | |
| 7 | CNH |
CNH Industrial N.V.
|
311,272 | $3,495,584 | |
| 8 | AGCO |
Agco Corp /De
|
24,845 | $2,973,945 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,461,322 | 591,099 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $409,061,968 | 577,396 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $346,862,469 | 605,482 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $292,274,889 | 612,543 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $242,858,350 | 625,585 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $202,691,120 | 614,588 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $236,891,345 | 653,025 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $260,344,331 | 665,638 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $223,508,097 | 670,994 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $235,568,316 | 642,874 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $195,957,949 | 662,759 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $175,608,069 | 643,253 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $156,920,598 | 637,759 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $145,486,628 | 635,757 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $156,536,884 | 653,435 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $105,169,862 | 640,967 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $116,619,982 | 652,383 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $149,623,404 | 671,499 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $119,458,710 | 577,821 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $99,461,189 | 518,108 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $106,223,024 | 488,090 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $112,258,930 | 484,146 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $89,316,300 | 490,695 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $76,103,933 | 510,251 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $60,807,790 | 480,694 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $54,293,488 | 467,886 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||