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Equibles

Fayez Sarofim & Co

Position in CAT — Caterpillar Inc

CIK 937729 Houston, TX
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$191,458,370
+$143,147,776 QoQ
Shares Held
179,790
+163.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#161
of 4,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Fayez Sarofim & Co holds $467,157,138 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (41.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DE
Deere & Co
 430,735 $273,228,129
2 CAT
Caterpillar Inc
This page 		179,790 $191,458,370
3 ALG
Alamo Group Inc
 15,020 $2,470,639

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $191,458,370 179,790
2026-03-31 $48,310,594 68,191
2025-12-31 $39,443,817 68,853
2025-09-30 $32,795,473 68,732
2025-06-30 $26,701,859 68,782
2025-03-31 $20,369,766 61,764
2024-12-31 $21,946,616 60,499
2024-09-30 $21,825,278 55,802
2024-06-30 $17,640,642 52,959
2024-03-31 $14,807,435 40,410
2023-12-31 $11,981,730 40,524
2023-09-30 $11,614,785 42,545
2023-06-30 $9,638,762 39,174
2023-03-31 $8,603,926 37,598
2022-12-31 $8,619,129 35,979
2022-09-30 $5,821,393 35,479
2022-06-30 $6,218,702 34,788
2022-03-31 $6,646,051 29,827
2021-12-31 $5,228,040 25,288
2021-09-30 $4,473,092 23,301
2021-06-30 $5,273,174 24,230
2021-03-31 $4,923,063 21,232
2020-12-31 $4,470,774 24,562
2020-09-30 $3,588,846 24,062
2020-06-30 $2,948,082 23,305
2020-03-31 $2,726,939 23,500