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Madison Asset Management, LLC

Position in CAT — Caterpillar Inc

CIK 1299351 MADISON, WI

Position in CAT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$1,302,372
+$27,853 QoQ
Shares Held
1,223
-32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,252
of 4,050 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

Madison Asset Management, LLC holds $217,598,581 across 3 Farm & Heavy Construction Machinery names. CAT ranks #3 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CAT
Caterpillar Inc
This page
1,223 $1,302,372

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,302,372 1,223
2026-03-31 $1,274,519 1,799
2025-12-31 $4,792,630 8,366
2025-09-30 $9,169,391 19,217
2025-06-30 $7,767,305 20,008
2025-03-31 $7,313,644 22,176
2024-12-31 $8,516,153 23,476
2024-09-30 $9,686,477 24,766
2024-06-30 $9,052,658 27,177
2024-03-31 $11,387,178 31,076
2023-12-31 $18,581,381 62,845
2023-09-30 $25,524,135 93,495
2023-06-30 $33,616,335 136,624
2023-03-31 $33,264,640 145,362
2022-12-31 $36,700,352 153,199
2022-09-30 $14,370,290 87,581
2022-06-30 $10,360,572 57,958
2022-03-31 $2,217,727 9,953
2021-12-31 $2,222,041 10,748
2021-09-30 $2,062,333 10,743
2021-06-30 $19,977,563 91,796
2021-03-31 $38,144,006 164,506
2020-12-31 $40,647,432 223,313
2020-09-30 $32,956,333 220,961
2020-06-30 $28,490,203 225,219
2020-03-31 $26,759,636 230,607