ZACKS INVESTMENT MANAGEMENT
Holdings in CAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $241,701,873 | 421,914 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $201,444,140 | 422,182 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $164,628,602 | 424,071 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $138,891,642 | 421,139 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $151,026,419 | 416,326 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $175,643,387 | 449,078 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $146,500,377 | 439,809 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $190,923,954 | 521,038 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $148,098,146 | 500,890 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $142,631,034 | 522,458 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $127,802,306 | 519,416 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $116,635,400 | 509,681 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $118,292,332 | 493,790 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $74,755,668 | 455,605 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $80,196,205 | 448,625 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $94,115,380 | 422,383 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $82,575,263 | 399,416 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $75,468,782 | 393,128 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $83,139,665 | 382,023 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $84,452,618 | 364,224 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $72,497,655 | 398,295 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $60,829,037 | 407,838 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $49,735,878 | 393,169 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $47,147,400 | 406,303 | Shares | Sole | 2020-05-15 |