BRIDGEWAY CAPITAL MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1107261 HOUSTON, TX

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,876,236

+$1,297,442 QoQ

Shares Held

3,640

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,388

of 4,031 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BRIDGEWAY CAPITAL MANAGEMENT, LLC holds $23,689,427 across 8 Farm & Heavy Construction Machinery names. CAT ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTW	Manitowoc Co Inc	306,434	$4,256,368
2	TWI	Titan International Inc	529,295	$4,080,864
3	CAT	Caterpillar Inc This page	3,640	$3,876,236
4	HY	Hyster-Yale, Inc.	103,753	$3,637,580
5	CMCO	Columbus Mckinnon Corp	210,322	$3,182,171
6	WNC	WABASH NATIONAL Corp	203,474	$2,746,899
7	ASTE	Astec Industries Inc	18,446	$1,128,710
8	GENC	Gencor Industries Inc	52,319	$780,599

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,876,236	3,640	0.0%	Shares	Sole	2026-08-14
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.