Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,256,192,979
+$804,839,699 QoQ
Shares Held
2,118,690
+3.4% QoQ
Ownership
0.461%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#27
of 4,018 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$7,986,750
CallShares
7,500
PutValue
$10,329,530
PutShares
9,700
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, 2026WELLS FARGO & COMPANY/MN holds $3,272,303,933 across 21 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,118,690 | $2,256,192,979 | |
| 2 | DE |
Deere & Co
|
1,113,338 | $706,223,690 | |
| 3 | PCAR |
Paccar Inc
|
1,451,081 | $174,303,848 | |
| 4 | TEX |
Terex Corp
|
567,528 | $41,083,350 | |
| 5 | FSS |
Federal Signal Corp /De/
|
185,827 | $23,876,909 | |
| 6 | CNH |
CNH Industrial N.V.
|
2,070,069 | $23,246,873 | |
| 7 | OSK |
Oshkosh Corp
|
90,114 | $13,830,695 | |
| 8 | AGCO |
Agco Corp /De
|
108,884 | $13,033,412 |
All Filings in CAT
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,986,750 | 7,500 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $2,256,192,979 | 2,118,690 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $10,329,530 | 9,700 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $1,629,458 | 2,300 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $1,451,353,280 | 2,048,603 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,327,691 | 9,300 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $5,327,691 | 9,300 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $1,150,396,859 | 2,008,129 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $952,994,037 | 1,997,263 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $4,437,495 | 9,300 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $4,437,495 | 9,300 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $739,014,412 | 1,903,646 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $598,296,773 | 1,814,120 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $13,851,600 | 42,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $296,820 | 900 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $326,484 | 900 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $656,740,702 | 1,810,400 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,822,400 | 20,000 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $8,174,408 | 20,900 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $716,305,770 | 1,831,422 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,160,250 | 27,500 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $636,489,143 | 1,910,805 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,473,985 | 39,500 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $669,661,815 | 1,827,530 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $543,046,443 | 1,836,664 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $128,084,244 | 433,200 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $474,075,147 | 1,736,539 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $443,170,986 | 1,801,142 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $9,794,352 | 42,800 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $415,616,689 | 1,816,189 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $119,780 | 500 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $447,576,891 | 1,868,329 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $319,280,153 | 1,945,881 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $3,429,272 | 20,900 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $9,286,928 | 56,600 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $715,040 | 4,000 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $371,604,140 | 2,078,788 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $891,280 | 4,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $502,263,907 | 2,254,124 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $511,743,312 | 2,475,299 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $557,271,629 | 2,902,910 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $563,746,571 | 2,590,390 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $589,489,357 | 2,542,327 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $372,309,894 | 2,045,434 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $278,076,600 | 1,864,409 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $248,933,784 | 1,967,856 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $205,322,217 | 1,769,409 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||