Advisors Capital Management, LLC

Position in CAT — Caterpillar Inc

CIK 1345576 RIDGEWOOD, NJ

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$73,194,836

+$21,742,221 QoQ

Shares Held

68,734

-5.4% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#271

of 4,031 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Advisors Capital Management, LLC holds $111,177,815 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	68,734	$73,194,836
2	DE	Deere & Co	59,293	$37,611,328
3	PCAR	Paccar Inc	3,094	$371,651

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,194,836	68,734	-5.4%	Shares	Sole	2026-08-11
2026-03-31	$51,452,615	72,626	-5.5%	Shares	Sole	2026-05-01
2025-12-31	$44,039,954	76,876	-0.3%	Shares	Sole	2026-01-29
2025-09-30	$36,780,153	77,083	+1.6%	Shares	Sole	2025-11-07
2025-06-30	$29,463,974	75,897	+5.1%	Shares	Sole	2025-08-08
2025-03-31	$23,806,283	72,184	+2.3%	Shares	Sole	2025-05-27
2024-12-31	$25,591,992	70,548	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$27,462,881	70,216	+1.3%	Shares	Sole	2024-11-14
2024-06-30	$23,078,500	69,284	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$25,400,561	69,319	+2.0%	Shares	Sole	2024-05-06
2023-12-31	$20,087,228	67,938	+2.4%	Shares	Sole	2024-02-14
2023-09-30	$18,105,087	66,319	+0.9%	Shares	Sole	2023-11-15
2023-06-30	$16,172,374	65,728	+3.9%	Shares	Sole	2023-08-03
2023-03-31	$14,474,130	63,250	+3.3%	Shares	Sole	2023-05-04
2022-12-31	$14,661,311	61,201	+0.9%	Shares	Sole	2023-02-13
2022-09-30	$9,954,405	60,668	+11.5%	Shares	Sole	2022-11-16
2022-06-30	$9,722,220	54,387	+7.3%	Shares	Sole	2022-08-12
2022-03-31	$11,289,398	50,666	+2788.6%	Shares	Sole	2022-05-10
2021-12-31	$362,621	1,754	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$340,554	1,774	+17.4%	Shares	Sole	2021-11-12
2021-06-30	$328,838	1,511	+23.6%	Shares	Sole	2021-08-02
2021-03-31	$283,345	1,222	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.