Position in CAT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$118,747,814
+$16,068,315 QoQ
Shares Held
167,614
-6.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026NISA INVESTMENT ADVISORS, LLC holds $217,429,733 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
167,614 | $118,747,814 | |
| 2 | DE |
Deere & Co
|
102,722 | $57,863,302 | |
| 3 | PCAR |
Paccar Inc
|
217,418 | $25,111,779 | |
| 4 | OSK |
Oshkosh Corp
|
64,884 | $9,551,573 | |
| 5 | TEX |
Terex Corp
|
41,942 | $2,478,772 | |
| 6 | AGCO |
Agco Corp /De
|
21,180 | $2,454,126 | |
| 7 | ASTE |
Astec Industries Inc
|
11,973 | $644,626 | |
| 8 | FSS |
Federal Signal Corp /De/
|
2,540 | $274,675 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,747,814 | 167,614 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $102,679,499 | 179,237 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $80,521,925 | 168,756 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $62,257,625 | 160,371 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $56,456,812 | 171,185 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $59,177,763 | 163,132 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $64,553,182 | 165,047 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $53,670,736 | 161,125 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $56,086,142 | 153,061 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $47,209,333 | 159,669 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $43,827,693 | 160,541 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $40,367,947 | 164,064 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $39,190,909 | 171,259 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $40,128,216 | 167,508 | Shares | Other | 2023-02-02 | |
| 2022-09-30 | $28,291,165 | 172,423 | Shares | Other | 2022-11-07 | |
| 2022-06-30 | $32,443,688 | 181,493 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $39,534,729 | 177,429 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $42,283,498 | 204,525 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $41,640,212 | 216,910 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $46,002,194 | 211,378 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $41,101,508 | 177,261 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $32,268,687 | 177,281 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $26,404,173 | 177,031 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $22,710,671 | 179,531 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $20,844,381 | 179,631 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||