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Palogic Value Management, L.P.

Position in CAT — Caterpillar Inc

CIK 1532943 DALLAS, TX

Position in CAT

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$946,502
+$142,193 QoQ
Shares Held
1,336
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Mar 31, 2026

Palogic Value Management, L.P. holds $2,036,252 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (46.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CAT
Caterpillar Inc
This page
1,336 $946,502

All Filings in CAT

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $946,502 1,336
2025-12-31 $804,309 1,404
2025-09-30 $671,827 1,408
2025-06-30 $545,823 1,406
2024-12-31 $347,161 957
2024-09-30 $368,435 942
2024-06-30 $319,109 958
2024-03-31 $349,574 954
2023-12-31 $288,869 977
2023-09-30 $230,685 845
2023-06-30 $214,555 872
2023-03-31 $208,244 910