BRIDGEWAY CAPITAL MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1107261 HOUSTON, TX

Position in CAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,578,794

+$949,582 QoQ

Shares Held

3,640

-26.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

BRIDGEWAY CAPITAL MANAGEMENT, LLC holds $22,113,027 across 9 Farm & Heavy Construction Machinery names. CAT ranks #5 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTW	Manitowoc Co Inc	321,323	$3,743,412
2	TWI	Titan International Inc	541,172	$3,739,498
3	HY	Hyster-Yale, Inc.	101,025	$3,284,322
4	CMCO	Columbus Mckinnon Corp	203,220	$2,952,786
5	CAT	Caterpillar Inc This page	3,640	$2,578,794
6	WNC	WABASH NATIONAL Corp	273,979	$2,361,698
7	TEX	Terex Corp	26,000	$1,536,600
8	ASTE	Astec Industries Inc	18,446	$993,132

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,578,794	3,640	-26.3%	Shares	Sole	2026-05-15
2025-03-31	$1,629,212	4,940	-16.8%	Shares	Sole	2025-05-15
2024-12-31	$2,154,794	5,940	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,323,252	5,940	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,978,614	5,940	-60.2%	Shares	Sole	2024-08-14
2024-03-31	$5,474,464	14,940	+12.0%	Shares	Sole	2024-05-15
2023-12-31	$3,944,237	13,340	0.0%	Shares	Sole	2024-02-14
2023-09-30	$3,641,820	13,340	+124.6%	Shares	Sole	2023-11-14
2023-06-30	$1,461,537	5,940	-91.8%	Shares	Sole	2023-08-14
2021-12-31	$15,019,661	72,650	0.0%	Shares	Sole	2022-02-14
2021-09-30	$13,946,620	72,650	-12.8%	Shares	Sole	2021-11-15
2021-06-30	$18,139,460	83,350	+24.9%	Shares	Sole	2021-08-16
2021-03-31	$15,477,322	66,750	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.