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Equibles

ZACKS INVESTMENT MANAGEMENT

Position in CAT — Caterpillar Inc

CIK 1086483 Chicago, IL
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$303,969,315
+$7,646,003 QoQ
Shares Held
285,444
-31.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#108
of 4,051 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $307,628,388 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (98.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		285,444 $303,969,315
2 DE
Deere & Co
 4,336 $2,750,454
3 FSS
Federal Signal Corp /De/
 4,729 $607,629
4 HY
Hyster-Yale, Inc.
 8,585 $300,990

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $303,969,315 285,444
2026-03-31 $296,323,312 418,264
2025-12-31 $241,701,873 421,914
2025-09-30 $201,444,140 422,182
2025-06-30 $164,628,602 424,071
2025-03-31 $138,891,642 421,139
2024-12-31 $151,026,419 416,326
2024-09-30 $175,643,387 449,078
2024-06-30 $146,500,377 439,809
2024-03-31 $190,923,954 521,038
2023-12-31 $148,098,146 500,890
2023-09-30 $142,631,034 522,458
2023-06-30 $127,802,306 519,416
2023-03-31 $116,635,400 509,681
2022-12-31 $118,292,332 493,790
2022-09-30 $74,755,668 455,605
2022-06-30 $80,196,205 448,625
2022-03-31 $94,115,380 422,383
2021-12-31 $82,575,263 399,416
2021-09-30 $75,468,782 393,128
2021-06-30 $83,139,665 382,023
2021-03-31 $84,452,618 364,224
2020-12-31 $72,497,655 398,295
2020-09-30 $60,829,037 407,838
2020-06-30 $49,735,878 393,169
2020-03-31 $47,147,400 406,303