SILVERCREST ASSET MANAGEMENT GROUP LLC

Position in CAT — Caterpillar Inc

CIK 1232395 NEW YORK, NY

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Position in CAT

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

Position Value

$41,786,676

+$9,648,097 QoQ

Shares Held

39,240

-13.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#388

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

SILVERCREST ASSET MANAGEMENT GROUP LLC holds $98,372,306 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSS	Federal Signal Corp /De/	335,497	$43,108,009
2	CAT	Caterpillar Inc This page	39,240	$41,786,676
3	DE	Deere & Co	15,301	$9,705,883
4	TEX	Terex Corp	46,068	$3,334,862
5	PCAR	Paccar Inc	3,637	$436,876

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,786,676	39,240	-13.5%	Shares	Sole	2026-08-14
2026-03-31	$32,138,579	45,364	-1.2%	Shares	Sole	2026-05-15
2025-12-31	$26,312,491	45,931	-11.9%	Shares	Sole	2026-02-17
2025-09-30	$24,867,149	52,116	-10.3%	Shares	Sole	2025-11-14
2025-06-30	$22,546,848	58,079	+3.3%	Shares	Sole	2025-08-14
2025-03-31	$18,540,036	56,216	+0.6%	Shares	Sole	2025-05-15
2024-12-31	$20,280,460	55,906	+179.5%	Shares	Sole	2025-02-14
2024-09-30	$7,824,355	20,005	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$6,601,042	19,817	+14.3%	Shares	Sole	2024-08-15
2024-03-31	$6,353,529	17,339	-5.5%	Shares	Sole	2024-05-15
2023-12-31	$5,426,135	18,352	+5.4%	Shares	Sole	2024-02-14
2023-09-30	$4,754,022	17,414	+2.8%	Shares	Sole	2023-11-14
2023-06-30	$4,169,563	16,946	+3.2%	Shares	Sole	2023-08-14
2023-03-31	$3,757,552	16,420	+3.2%	Shares	Sole	2023-05-15
2022-12-31	$3,810,680	15,907	-3.5%	Shares	Sole	2023-02-14
2022-09-30	$2,705,186	16,487	0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,947,216	16,487	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$3,679,426	16,513	-2.0%	Shares	Sole	2022-05-16
2021-12-31	$3,481,915	16,842	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$3,230,279	16,827	-28.9%	Shares	Sole	2021-11-15
2021-06-30	$5,147,167	23,651	-13.9%	Shares	Sole	2021-08-16
2021-03-31	$6,365,990	27,455	+3.1%	Shares	Sole	2021-05-17
2020-12-31	$4,848,648	26,638	-1.7%	Shares	Sole	2021-02-16
2020-09-30	$4,042,263	27,102	-2.4%	Shares	Sole	2020-11-16
2020-06-30	$3,512,019	27,763	+2.3%	Shares	Sole	2020-08-14
2020-03-31	$3,149,673	27,143	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.