Bragg Financial Advisors, Inc

Position in CAT — Caterpillar Inc

CIK 1327055 CHARLOTTE, NC

Position in CAT

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

Position Value

$4,004,215

+$695,318 QoQ

Shares Held

5,652

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Industrials · as of Mar 31, 2026

Bragg Financial Advisors, Inc holds $104,627,301 across 5 Farm & Heavy Construction Machinery names. CAT ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OSK	Oshkosh Corp	257,398	$37,891,559
2	AGCO	Agco Corp /De	239,740	$27,778,673
3	TEX	Terex Corp	430,540	$25,444,914
4	DE	Deere & Co	16,879	$9,507,940
5	CAT	Caterpillar Inc This page	5,652	$4,004,215

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,004,215	5,652	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$3,308,897	5,776	-3.7%	Shares	Sole	2026-02-13
2025-09-30	$2,862,900	6,000	+4.3%	Shares	Sole	2025-11-13
2025-06-30	$2,233,372	5,753	-3.9%	Shares	Sole	2025-08-14
2025-03-31	$1,974,512	5,987	-2.2%	Shares	Sole	2025-05-14
2024-12-31	$2,220,816	6,122	+5.0%	Shares	Sole	2025-02-13
2024-09-30	$2,281,402	5,833	-1.9%	Shares	Sole	2024-11-14
2024-06-30	$1,980,279	5,945	-1.3%	Shares	Sole	2024-08-15
2024-03-31	$2,206,641	6,022	-1.2%	Shares	Sole	2024-05-14
2023-12-31	$1,801,517	6,093	-5.7%	Shares	Sole	2024-02-14
2023-09-30	$1,763,307	6,459	-2.1%	Shares	Sole	2023-11-14
2023-06-30	$1,622,945	6,596	0.0%	Shares	Sole	2023-08-15
2023-03-31	$1,509,428	6,596	-1.8%	Shares	Sole	2023-05-15
2022-12-31	$1,609,843	6,720	-3.1%	Shares	Sole	2023-02-15
2022-09-30	$1,138,387	6,938	-4.7%	Shares	Sole	2022-11-14
2022-06-30	$1,301,194	7,279	-1.8%	Shares	Sole	2022-08-15
2022-03-31	$1,651,319	7,411	-6.2%	Shares	Sole	2022-05-11
2021-12-31	$1,633,452	7,901	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,516,754	7,901	+25.8%	Shares	Sole	2021-11-15
2021-06-30	$1,367,369	6,283	-1.7%	Shares	Sole	2021-08-16
2021-03-31	$1,481,417	6,389	-0.5%	Shares	Sole	2021-05-14
2020-12-31	$1,169,296	6,424	-0.5%	Shares	Sole	2021-02-11
2020-09-30	$962,614	6,454	+1.9%	Shares	Sole	2020-11-13
2020-06-30	$800,998	6,332	0.0%	Shares	Sole	2020-08-14
2020-03-31	$734,765	6,332	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.