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Clark Capital Management Group, Inc.

Position in CAT — Caterpillar Inc

CIK 1352187 PHILADELPHIA, PA

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$108,188,515
+$28,579,574 QoQ
Shares Held
101,595
-9.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#220
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Clark Capital Management Group, Inc. holds $119,305,703 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
101,595 $108,188,515

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $108,188,515 101,595
2026-03-31 $79,608,941 112,369
2025-12-31 $4,093,729 7,146
2025-09-30 $3,087,160 6,470
2025-06-30 $2,128,555 5,483
2025-03-31 $1,826,762 5,539
2024-12-31 $2,274,142 6,269
2024-09-30 $2,324,426 5,943
2024-06-30 $1,573,897 4,725
2024-03-31 $1,834,348 5,006
2023-12-31 $35,377,802 119,653
2023-09-30 $33,756,723 123,651
2023-06-30 $1,073,024 4,361
2023-03-31 $855,632 3,739
2022-12-31 $38,643,902 161,312
2022-09-30 $25,527,730 155,581
2022-06-30 $26,925,188 150,622
2022-03-31 $47,953,092 215,210
2021-12-31 $43,075,519 208,356
2021-09-30 $27,397,382 142,717
2021-06-30 $42,438,720 195,004
2021-03-31 $45,743,081 197,279
2020-12-31 $37,251,667 204,657
2020-09-30 $22,365,639 149,954
2020-06-30 $399,866 3,161
2020-03-31 $702,622 6,055