Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$327,216,082
+$164,477,862 QoQ
Shares Held
307,274
+33.8% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#100
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $789,089,577 across 20 Farm & Heavy Construction Machinery names. CAT ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
522,480 | $331,424,737 | |
| 2 | CAT |
Caterpillar Inc
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|
307,274 | $327,216,082 | |
| 3 | PCAR |
Paccar Inc
|
973,874 | $116,981,743 | |
| 4 | CNH |
CNH Industrial N.V.
|
354,501 | $3,981,045 | |
| 5 | FSS |
Federal Signal Corp /De/
|
20,349 | $2,614,642 | |
| 6 | BLBD |
Blue Bird Corp
|
30,451 | $2,404,410 | |
| 7 | TEX |
Terex Corp
|
17,922 | $1,297,373 | |
| 8 | OSK |
Oshkosh Corp
|
7,109 | $1,091,089 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,216,082 | 307,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $162,738,220 | 229,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,150,905 | 118,964 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,413,866 | 107,752 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $36,693,996 | 94,521 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,290,805 | 70,621 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $19,406,934 | 53,498 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,155,508 | 38,749 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,693,678 | 17,093 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,772,054 | 4,836 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $779,681 | 2,637 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $695,604 | 2,548 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $619,061 | 2,516 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $594,984 | 2,600 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $655,915 | 2,738 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $437,929 | 2,669 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $427,593 | 2,392 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $458,563 | 2,058 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $441,596 | 2,136 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $469,750 | 2,447 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $528,188 | 2,427 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $693,986 | 2,993 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $460,146 | 2,528 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $283,832 | 1,903 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $215,935 | 1,707 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $221,288 | 1,907 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||