CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CAT — Caterpillar Inc
CIK 884546
SAN FRANCISCO, CA
Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,538,430,551
+$1,162,253,588 QoQ
Shares Held
3,322,782
-0.9% QoQ
Ownership
0.723%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#16
of 4,051 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,616,817,459 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,322,782 | $3,538,430,551 | |
| 2 | DE |
Deere & Co
|
1,638,704 | $1,039,479,108 | |
| 3 | PCAR |
Paccar Inc
|
3,531,292 | $424,178,794 | |
| 4 | FSS |
Federal Signal Corp /De/
|
908,144 | $116,687,422 | |
| 5 | TEX |
Terex Corp
|
1,525,158 | $110,406,187 | |
| 6 | OSK |
Oshkosh Corp
|
685,753 | $105,249,369 | |
| 7 | CNH |
CNH Industrial N.V.
|
7,660,612 | $86,028,672 | |
| 8 | AGCO |
Agco Corp /De
|
524,596 | $62,794,140 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,538,430,551 | 3,322,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,376,176,963 | 3,354,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,916,464,975 | 3,345,375 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,593,122,256 | 3,338,829 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,295,811,980 | 3,337,915 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,089,806,949 | 3,304,448 | Shares | Other | 2025-09-15 | |
| 2024-12-31 | $1,193,154,277 | 3,289,101 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,262,292,082 | 3,227,378 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,072,345,498 | 3,219,290 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,206,011,637 | 3,291,247 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $965,254,629 | 3,264,635 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $746,713,695 | 2,735,215 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $675,010,863 | 2,743,389 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $632,524,057 | 2,764,045 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $659,964,562 | 2,754,903 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $449,687,328 | 2,740,659 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $480,789,320 | 2,689,580 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $601,018,402 | 2,697,327 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $537,195,903 | 2,598,413 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $488,763,490 | 2,546,041 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $548,872,653 | 2,522,045 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $572,776,635 | 2,470,249 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $440,897,945 | 2,422,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $357,592,345 | 2,397,535 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $316,830,255 | 2,504,587 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $297,816,079 | 2,566,495 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||