Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$129,408,777
+$45,455,559 QoQ
Shares Held
121,522
+2.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#203
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $261,002,262 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
121,522 | $129,408,777 | |
| 2 | DE |
Deere & Co
|
152,753 | $96,895,810 | |
| 3 | BLBD |
Blue Bird Corp
|
320,966 | $25,343,475 | |
| 4 | FSS |
Federal Signal Corp /De/
|
36,958 | $4,748,733 | |
| 5 | PCAR |
Paccar Inc
|
20,680 | $2,484,081 | |
| 6 | OSK |
Oshkosh Corp
|
11,056 | $1,696,874 | |
| 7 | TWI |
Titan International Inc
|
55,060 | $424,512 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,408,777 | 121,522 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $83,953,218 | 118,501 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $66,597,283 | 116,252 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $55,166,174 | 115,616 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,078,916 | 113,544 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $37,689,214 | 114,279 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $41,859,239 | 115,391 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $44,672,553 | 114,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $39,163,899 | 117,574 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $43,100,595 | 117,623 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $36,213,957 | 122,481 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $33,955,194 | 124,378 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $30,572,204 | 124,252 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,485,545 | 124,478 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,548,528 | 123,345 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $20,493,263 | 124,898 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $29,860,785 | 167,044 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $40,124,534 | 180,076 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,408,570 | 185,782 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,834,362 | 134,575 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,355,012 | 130,290 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $26,766,145 | 115,436 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $20,516,930 | 112,718 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $16,240,794 | 108,889 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $12,963,467 | 102,478 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,654,147 | 74,579 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||