WESTWOOD HOLDINGS GROUP INC

Position in CAT — Caterpillar Inc

CIK 1165002 DALLAS, TX

Position in CAT

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

Position Value

$2,857,219

-$195,605 QoQ

Shares Held

4,033

-24.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 72.32829159434664.ToString("F0")% Shared 0.ToString("F0")% None 27.671708405653362.ToString("F0")%

Industrials · as of Mar 31, 2026

WESTWOOD HOLDINGS GROUP INC holds $240,005,837 across 5 Farm & Heavy Construction Machinery names. CAT ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLBD	Blue Bird Corp	1,654,770	$93,974,388
2	DE	Deere & Co	135,700	$76,439,810
3	LNN	Lindsay Corp	295,039	$35,130,293
4	ALG	Alamo Group Inc	191,575	$31,604,127
5	CAT	Caterpillar Inc This page	4,033	$2,857,219

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,857,219	4,033	-24.3%	Shares	Defined	2026-05-15
2025-12-31	$3,052,824	5,329	+8.4%	Shares	Defined	2026-02-17
2025-09-30	$2,344,715	4,914	-27.8%	Shares	Defined	2025-11-14
2025-06-30	$2,642,545	6,807	+16.4%	Shares	Defined	2025-10-08
2025-03-31	$1,928,340	5,847	-0.9%	Shares	Defined	2025-05-09
2024-12-31	$2,141,372	5,903	+1.0%	Shares	Defined	2025-02-14
2024-09-30	$2,286,487	5,846	+0.1%	Shares	Defined	2024-11-14
2024-06-30	$1,946,303	5,843	0.0%	Shares	Defined	2024-08-13
2024-03-31	$2,141,050	5,843	-21.5%	Shares	Defined	2024-06-06
2023-12-31	$2,201,263	7,445	0.0%	Shares	Defined	2024-02-13
2023-09-30	$2,032,485	7,445	-3.4%	Shares	Defined	2023-11-14
2023-06-30	$1,895,815	7,705	+15.8%	Shares	Defined	2023-08-11
2023-03-31	$1,523,159	6,656	-24.2%	Shares	Defined	2023-05-12
2022-12-31	$2,102,378	8,776	-0.1%	Shares	Defined	2023-02-14
2022-09-30	$1,441,935	8,788	-5.6%	Shares	Defined	2022-11-14
2022-06-30	$1,663,540	9,306	+0.8%	Shares	Defined	2022-08-15
2022-03-31	$2,057,519	9,234	+7.1%	Shares	Defined	2022-05-12
2021-12-31	$1,783,132	8,625	+28.2%	Shares	Defined	2022-02-25
2021-09-30	$1,291,766	6,729	-6.9%	Shares	Defined	2021-11-12
2021-06-30	$1,572,376	7,225	+6.8%	Shares	Defined	2021-08-16
2021-03-31	$1,568,600	6,765	-9.7%	Shares	Defined	2021-05-14
2020-12-31	$1,363,511	7,491	+3.0%	Shares	Defined	2021-04-13
2020-09-30	$1,084,320	7,270	—	Shares	Defined	2020-11-10
No filing history on record for this holder in this stock.