ZACKS INVESTMENT MANAGEMENT
Top Portfolio Positions
558 positions ·
$12,056,798,331 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,801,904 | $488,652,056 | 4.05% | |
| AAPL |
Apple Inc.
Technology
|
1,720,858 | $436,736,551 | 3.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,491,953 | $429,026,003 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
1,103,632 | $408,531,456 | 3.39% | |
| CAT |
Caterpillar Inc
Industrials
|
418,264 | $296,323,312 | 2.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
912,899 | $268,538,369 | 2.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,088,174 | $259,518,264 | 2.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,505,905 | $255,491,841 | 2.12% | |
| AVGO |
Broadcom Inc.
Technology
|
782,470 | $242,182,289 | 2.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
416,169 | $238,102,769 | 1.97% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CAT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,323,312 | 418,264 | Shares | Sole | 2026-05-14 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||