Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,452,538,501
+$488,408,757 QoQ
Shares Held
1,364,014
+0.2% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#34
of 4,025 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 1%
None 71%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$43,398
PutShares
374
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $2,211,335,226 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,364,014 | $1,452,538,501 | |
| 2 | DE |
Deere & Co
|
686,048 | $435,180,820 | |
| 3 | PCAR |
Paccar Inc
|
1,993,509 | $239,460,297 | |
| 4 | CNH |
CNH Industrial N.V.
|
2,453,497 | $27,552,767 | |
| 5 | AGCO |
Agco Corp /De
|
147,474 | $17,652,636 | |
| 6 | BLBD |
Blue Bird Corp
|
139,285 | $10,997,942 | |
| 7 | FSS |
Federal Signal Corp /De/
|
74,733 | $9,602,441 | |
| 8 | TEX |
Terex Corp
|
128,583 | $9,308,122 |
All Filings in CAT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452,538,501 | 1,364,014 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $964,129,744 | 1,360,881 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $830,766,325 | 1,450,183 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $643,283,602 | 1,348,179 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $589,064,021 | 1,517,385 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $464,363,670 | 1,408,016 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $568,105,004 | 1,566,063 | Shares | Sole | 2025-06-30 | |
| 2024-09-30 | $671,104,025 | 1,715,852 | Shares | Sole | 2025-06-26 | |
| 2024-06-30 | $503,263,459 | 1,510,848 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $515,403,574 | 1,406,554 | Shares | Sole | 2025-06-02 | |
| 2023-12-31 | $427,746,076 | 1,446,701 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $306,448,506 | 1,122,522 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $310,805,676 | 1,263,181 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $257,508,836 | 1,125,279 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $265,134,698 | 1,106,757 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $220,190,594 | 1,341,971 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $216,034,311 | 1,208,516 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $324,744,991 | 1,457,432 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $365,765,433 | 1,769,205 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $319,145,124 | 1,662,474 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $403,457,719 | 1,853,870 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $328,771,942 | 1,417,915 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $217,854,270 | 1,196,870 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $180,848,843 | 1,212,530 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $165,395,206 | 1,307,472 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $164,526,264 | 1,417,841 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $43,398 | 374 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||