UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in CAT — Caterpillar Inc
CIK 861177
NEW YORK, NY
Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,358,309,100
+$1,043,392,676 QoQ
Shares Held
3,153,638
-3.5% QoQ
Ownership
0.686%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#18
of 4,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,147,675,183 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,153,638 | $3,358,309,100 | |
| 2 | DE |
Deere & Co
|
1,801,164 | $1,142,532,354 | |
| 3 | PCAR |
Paccar Inc
|
3,424,315 | $411,328,712 | |
| 4 | AGCO |
Agco Corp /De
|
1,351,032 | $161,718,524 | |
| 5 | OSK |
Oshkosh Corp
|
146,232 | $22,443,684 | |
| 6 | TEX |
Terex Corp
|
278,952 | $20,193,332 | |
| 7 | FSS |
Federal Signal Corp /De/
|
122,905 | $15,792,059 | |
| 8 | BLBD |
Blue Bird Corp
|
54,420 | $4,297,000 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,358,309,100 | 3,153,638 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,314,916,424 | 3,267,533 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,030,379,596 | 3,544,224 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,946,349,716 | 4,079,115 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,641,651,570 | 4,228,772 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,386,625,955 | 4,204,445 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,429,416,232 | 3,940,391 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,418,792,878 | 3,627,513 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,186,855,612 | 3,563,061 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $941,756,973 | 2,570,087 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $697,463,941 | 2,358,927 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $652,160,418 | 2,388,866 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $609,689,750 | 2,477,910 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $567,044,918 | 2,477,910 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $624,359,475 | 2,606,276 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $415,449,241 | 2,531,992 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $463,429,753 | 2,592,469 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $683,430,602 | 3,067,187 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $598,478,596 | 2,894,837 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $577,595,875 | 3,008,782 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $674,737,654 | 3,100,389 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $623,598,360 | 2,689,431 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $500,972,186 | 2,752,292 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $377,760,552 | 2,532,756 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $298,154,930 | 2,356,956 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $305,750,310 | 2,634,870 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||