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Equibles

Ancora Advisors LLC

Position in CAT — Caterpillar Inc

CIK 1446114 Cleveland, OH
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,774,005
+$1,078,315 QoQ
Shares Held
3,544
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,412
of 4,055 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Ancora Advisors LLC holds $21,275,875 across 6 Farm & Heavy Construction Machinery names. CAT ranks #2 (17.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PCAR
Paccar Inc
 135,584 $16,286,349
2 CAT
Caterpillar Inc
This page 		3,544 $3,774,005
3 DE
Deere & Co
 1,811 $1,148,771
4 FSS
Federal Signal Corp /De/
 264 $33,921
5 TEX
Terex Corp
 400 $28,956
6 CMCO
Columbus Mckinnon Corp
 256 $3,873

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,774,005 3,544
2026-03-31 $2,695,690 3,805
2025-12-31 $2,104,151 3,673
2025-09-30 $1,359,877 2,850
2025-06-30 $1,109,891 2,859
2025-03-31 $977,197 2,963
2024-12-31 $1,074,495 2,962
2024-09-30 $1,151,066 2,943
2024-06-30 $886,046 2,660
2024-03-31 $974,703 2,660
2023-12-31 $786,482 2,660
2023-09-30 $726,180 2,660
2023-06-30 $654,493 2,660
2023-03-31 $606,426 2,650
2022-12-31 $659,508 2,753
2022-09-30 $635,810 3,875
2022-06-30 $676,427 3,784
2022-03-31 $832,009 3,734
2021-12-31 $788,506 3,814
2021-09-30 $671,895 3,500
2021-06-30 $547,339 2,515
2021-03-31 $583,153 2,515
2020-12-31 $443,764 2,438
2020-09-30 $274,137 1,838
2020-06-30 $207,207 1,638
2020-03-31 $201,677 1,738