Cambria Investment Management, L.P.

Position in CAT — Caterpillar Inc

CIK 1529389 Manhattan Beach, CA

Position in CAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$675,162

-$20,302 QoQ

Shares Held

953

-21.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

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

Industrials · as of Mar 31, 2026

Cambria Investment Management, L.P. holds $20,521,525 across 5 Farm & Heavy Construction Machinery names. CAT ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEX	Terex Corp	163,364	$9,654,812
2	WNC	WABASH NATIONAL Corp	1,021,664	$8,806,743
3	OSK	Oshkosh Corp	4,754	$699,836
4	DE	Deere & Co	1,216	$684,972
5	CAT	Caterpillar Inc This page	953	$675,162

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$675,162	953	-21.5%	Shares	Other	2026-05-15
2025-12-31	$695,464	1,214	+77.2%	Shares	Other	2026-02-17
2025-09-30	$326,847	685	—	Shares	Other	2025-12-01
No filing history on record for this holder in this stock.