Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$38,399,229
+$18,470,958 QoQ
Shares Held
36,059
+28.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#413
of 4,031 holders
Holding Since
Jun 2025
5 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, 2026MIZUHO SECURITIES USA LLC holds $55,823,146 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.8% of the industry book) .
All Filings in CAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,399,229 | 36,059 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $19,928,271 | 28,129 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $19,520,545 | 34,075 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $16,280,835 | 34,121 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $12,617,601 | 32,502 | Shares | Defined | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||