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NEUBERGER BERMAN GROUP LLC

Position in CAT — Caterpillar Inc

CIK 1465109 NEW YORK, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$862,953,428
+$249,512,793 QoQ
Shares Held
810,361
-6.4% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#54
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 90% Shared 0% None 10%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

NEUBERGER BERMAN GROUP LLC holds $1,391,130,163 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
810,361 $862,953,428

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $862,953,428 810,361
2026-03-31 $613,440,635 865,879
2025-12-31 $487,068,395 850,225
2025-09-30 $409,623,254 858,479
2025-06-30 $347,760,070 895,804
2025-03-31 $346,815,041 1,051,592
2024-12-31 $389,505,205 1,073,727
2024-09-30 $419,424,963 1,072,369
2024-06-30 $168,299,107 505,251
2024-03-31 $203,468,318 555,272
2023-12-31 $162,529,206 549,698
2023-09-30 $152,131,161 557,257
2023-06-30 $206,064,659 837,491
2023-03-31 $351,338,508 1,535,302
2022-12-31 $324,246,136 1,353,507
2022-09-30 $74,251,613 452,533
2022-06-30 $116,422,097 651,276
2022-03-31 $192,938,500 865,894
2021-12-31 $254,248,230 1,229,797
2021-09-30 $164,222,655 855,460
2021-06-30 $179,954,982 826,885
2021-03-31 $226,018,759 974,765
2020-12-31 $177,729,788 976,430
2020-09-30 $124,049,098 831,707
2020-06-30 $101,381,654 801,436
2020-03-31 $83,011,069 715,366