Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$387,520,304
+$85,090,066 QoQ
Shares Held
363,903
-14.8% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#83
of 4,031 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, 2026MACKENZIE FINANCIAL CORP holds $774,693,539 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
363,903 | $387,520,304 | |
| 2 | AGCO |
Agco Corp /De
|
1,155,561 | $138,320,651 | |
| 3 | PCAR |
Paccar Inc
|
1,139,037 | $136,821,124 | |
| 4 | CNH |
CNH Industrial N.V.
|
5,515,584 | $61,940,008 | |
| 5 | OSK |
Oshkosh Corp
|
176,096 | $27,027,214 | |
| 6 | DE |
Deere & Co
|
36,360 | $23,064,238 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,520,304 | 363,903 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $302,430,238 | 426,884 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $197,929,449 | 345,505 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $147,939,403 | 310,048 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $65,357,482 | 168,356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $57,154,999 | 173,302 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $61,963,398 | 170,811 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $58,024,216 | 148,354 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,611,576 | 178,960 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $63,940,202 | 174,495 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $53,327,041 | 180,360 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $89,036,766 | 326,142 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $63,819,218 | 259,375 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $94,326,932 | 412,196 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $115,849,778 | 483,594 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $72,994,597 | 444,872 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $118,467,469 | 662,718 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $151,663,547 | 680,655 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $140,962,567 | 681,835 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $127,263,056 | 662,932 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $127,134,658 | 584,178 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $137,333,818 | 592,288 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $130,946,462 | 719,407 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $95,343,839 | 639,248 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $44,872,333 | 354,722 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $59,054,844 | 508,918 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||