Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,861,718,876
+$739,826,419 QoQ
Shares Held
1,748,257
+10.4% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#29
of 4,025 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 79%
Shared 17%
None 4%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $3,386,004,980 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,748,257 | $1,861,718,876 | |
| 2 | PCAR |
Paccar Inc
|
8,486,853 | $1,019,440,779 | |
| 3 | AGCO |
Agco Corp /De
|
2,999,252 | $359,010,461 | |
| 4 | TEX |
Terex Corp
|
1,874,736 | $135,712,138 | |
| 5 | DE |
Deere & Co
|
15,614 | $9,904,427 | |
| 6 | CNH |
CNH Industrial N.V.
|
19,439 | $218,299 |
All Filings in CAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,861,718,876 | 1,748,257 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,121,892,457 | 1,583,565 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,051,745,778 | 1,835,924 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $873,382,036 | 1,830,414 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $36,407,497 | 93,783 | Shares | Sole | 2025-08-08 | |
| 2023-09-30 | $146,350,659 | 536,083 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $80,490,580 | 327,131 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $154,799,273 | 676,452 | Shares | Sole | 2023-05-10 | |
| 2021-09-30 | $16,204,954 | 84,414 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $25,653,352 | 117,876 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $69,009,380 | 297,621 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $71,902,268 | 395,024 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $46,374,910 | 310,928 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $37,924,826 | 299,801 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $35,913,683 | 309,494 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||