Position in CAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$111,048,271
+$21,374,066 QoQ
Shares Held
156,746
+0.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $167,746,645 across 13 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
156,746 | $111,048,271 | |
| 2 | DE |
Deere & Co
|
48,611 | $27,382,576 | |
| 3 | PCAR |
Paccar Inc
|
176,106 | $20,340,243 | |
| 4 | CNH |
CNH Industrial N.V.
|
226,239 | $2,488,629 | |
| 5 | OSK |
Oshkosh Corp
|
10,785 | $1,587,659 | |
| 6 | AGCO |
Agco Corp /De
|
13,597 | $1,575,484 | |
| 7 | TEX |
Terex Corp
|
19,227 | $1,136,315 | |
| 8 | BLBD |
Blue Bird Corp
|
10,518 | $597,317 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,048,271 | 156,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $89,674,205 | 156,535 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $66,913,607 | 140,236 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,430,101 | 101,569 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,210,014 | 112,826 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,118,846 | 113,350 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $55,131,884 | 140,959 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,306,629 | 133,013 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,462,716 | 99,508 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,398,895 | 89,285 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $23,723,427 | 86,899 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $21,668,393 | 88,065 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,290,098 | 88,665 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $19,399,808 | 80,981 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,987,260 | 79,152 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,136,552 | 67,893 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,549,684 | 60,810 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $13,603,078 | 65,798 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $14,443,246 | 75,237 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $15,349,226 | 70,529 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $15,102,620 | 65,134 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $11,147,814 | 61,245 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,400,277 | 56,321 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $6,937,386 | 54,841 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,522,343 | 47,590 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||