Clearbridge Investments, LLC

Position in CAT — Caterpillar Inc

CIK 1348883 NEW YORK, NY

Position in CAT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$9,699,525

+$1,760,120 QoQ

Shares Held

13,691

-1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Industrials · as of Mar 31, 2026

Clearbridge Investments, LLC holds $178,614,752 across 5 Farm & Heavy Construction Machinery names. CAT ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	252,680	$142,334,644
2	CNH	CNH Industrial N.V.	979,716	$10,776,876
3	TEX	Terex Corp	176,114	$10,408,337
4	CAT	Caterpillar Inc This page	13,691	$9,699,525
5	AGCO	Agco Corp /De	46,564	$5,395,370

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,699,525	13,691	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$7,939,405	13,859	+2.1%	Shares	Sole	2026-02-11
2025-09-30	$6,476,356	13,573	+14.0%	Shares	Sole	2025-11-13
2025-06-30	$4,621,640	11,905	+71.4%	Shares	Sole	2025-08-12
2025-03-31	$2,290,461	6,945	+24.2%	Shares	Sole	2025-05-13
2024-12-31	$2,029,279	5,594	-0.0%	Shares	Sole	2025-02-12
2024-09-30	$2,188,707	5,596	-6.1%	Shares	Sole	2024-11-12
2024-06-30	$1,985,942	5,962	-20.1%	Shares	Sole	2024-08-27
2024-03-31	$2,734,667	7,463	-46.6%	Shares	Sole	2024-05-13
2023-12-31	$4,129,031	13,965	-1.7%	Shares	Sole	2024-02-09
2023-09-30	$3,878,511	14,207	+7.9%	Shares	Sole	2023-11-13
2023-06-30	$3,239,494	13,166	+9.6%	Shares	Sole	2023-08-11
2023-03-31	$2,748,826	12,012	+10.5%	Shares	Sole	2023-05-12
2022-12-31	$2,604,256	10,871	-28.6%	Shares	Sole	2023-02-10
2022-09-30	$2,497,297	15,220	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$2,679,612	14,990	0.0%	Shares	Sole	2022-08-11
2022-03-31	$3,340,071	14,990	+59.0%	Shares	Sole	2022-05-13
2021-12-31	$1,949,558	9,430	+79.7%	Shares	Sole	2022-02-11
2021-09-30	$1,007,650	5,249	+26.8%	Shares	Sole	2021-11-12
2021-06-30	$900,770	4,139	0.0%	Shares	Sole	2021-08-13
2021-03-31	$959,709	4,139	+72.3%	Shares	Sole	2021-05-13
2020-12-31	$437,212	2,402	0.0%	Shares	Sole	2021-02-10
2020-09-30	$358,258	2,402	-7.8%	Shares	Sole	2020-11-12
2020-06-30	$329,532	2,605	-46.1%	Shares	Defined	2020-08-14
2020-03-31	$560,821	4,833	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.