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Equibles

MERCER GLOBAL ADVISORS INC /ADV

Position in CAT — Caterpillar Inc

CIK 853758 DENVER, CO
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$201,624,971
+$90,576,700 QoQ
Shares Held
189,337
+20.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#154
of 4,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $267,927,755 across 14 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		189,337 $201,624,971
2 DE
Deere & Co
 52,100 $33,048,593
3 PCAR
Paccar Inc
 157,213 $18,884,425
4 OSK
Oshkosh Corp
 33,474 $5,137,589
5 AGCO
Agco Corp /De
 20,087 $2,404,413
6 CNH
CNH Industrial N.V.
 190,095 $2,134,766
7 TEX
Terex Corp
 19,446 $1,407,695
8 BLBD
Blue Bird Corp
 11,465 $905,276

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $201,624,971 189,337
2026-03-31 $111,048,271 156,746
2025-12-31 $89,674,205 156,535
2025-09-30 $66,913,607 140,236
2025-06-30 $39,430,101 101,569
2025-03-31 $37,210,014 112,826
2024-12-31 $41,118,846 113,350
2024-09-30 $55,131,884 140,959
2024-06-30 $44,306,629 133,013
2024-03-31 $36,462,716 99,508
2023-12-31 $26,398,895 89,285
2023-09-30 $23,723,427 86,899
2023-06-30 $21,668,393 88,065
2023-03-31 $20,290,098 88,665
2022-12-31 $19,399,808 80,981
2022-09-30 $12,987,260 79,152
2022-06-30 $12,136,552 67,893
2022-03-31 $13,549,684 60,810
2021-12-31 $13,603,078 65,798
2021-09-30 $14,443,246 75,237
2021-06-30 $15,349,226 70,529
2021-03-31 $14,010,512 60,424
2020-12-31 $11,147,814 61,245
2020-09-30 $8,400,277 56,321
2020-06-30 $6,937,386 54,841
2020-03-31 $5,522,343 47,590