Position in CAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,695,690
+$591,539 QoQ
Shares Held
3,805
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Ancora Advisors LLC holds $30,839,150 across 9 Farm & Heavy Construction Machinery names. CAT ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
150,379 | $17,368,774 | |
| 2 | AEBI |
Aebi Schmidt Holding AG
|
985,500 | $9,569,205 | |
| 3 | CAT |
Caterpillar Inc
This page
|
3,805 | $2,695,690 | |
| 4 | DE |
Deere & Co
|
1,898 | $1,069,143 | |
| 5 | AGCO |
Agco Corp /De
|
391 | $45,305 | |
| 6 | CNH |
CNH Industrial N.V.
|
3,460 | $38,060 | |
| 7 | OSK |
Oshkosh Corp
|
174 | $25,614 | |
| 8 | TEX |
Terex Corp
|
400 | $23,640 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,695,690 | 3,805 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,104,151 | 3,673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,359,877 | 2,850 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,109,891 | 2,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $977,197 | 2,963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,074,495 | 2,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,151,066 | 2,943 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $886,046 | 2,660 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $974,703 | 2,660 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $786,482 | 2,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $726,180 | 2,660 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $654,493 | 2,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $606,426 | 2,650 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $659,508 | 2,753 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $635,810 | 3,875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $676,427 | 3,784 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $832,009 | 3,734 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $788,506 | 3,814 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $671,895 | 3,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $547,339 | 2,515 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $583,153 | 2,515 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $443,764 | 2,438 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $274,137 | 1,838 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $207,207 | 1,638 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $201,677 | 1,738 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||