Crossmark Global Holdings, Inc.

Position in CAT — Caterpillar Inc

CIK 1539204 HOUSTON, TX

Position in CAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$29,708,580

+$10,743,815 QoQ

Shares Held

27,898

+4.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#38

of 735 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crossmark Global Holdings, Inc. holds $52,498,450 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	27,898	$29,708,580
2	DE	Deere & Co	14,613	$9,269,464
3	AGCO	Agco Corp /De	63,881	$7,646,555
4	PCAR	Paccar Inc	29,670	$3,563,960
5	CNH	CNH Industrial N.V.	69,056	$775,498
6	OSK	Oshkosh Corp	4,517	$693,269
7	FSS	Federal Signal Corp /De/	4,149	$533,105
8	TEX	Terex Corp	4,255	$308,019

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,708,580	27,898	+4.2%	Shares	Sole	2026-07-16
2026-03-31	$18,964,765	26,769	+0.4%	Shares	Sole	2026-05-11
2025-12-31	$15,275,578	26,665	-33.6%	Shares	Sole	2026-02-03
2025-09-30	$19,174,272	40,185	-10.8%	Shares	Sole	2025-11-12
2025-06-30	$17,487,307	45,046	-10.3%	Shares	Sole	2025-08-08
2025-03-31	$16,562,226	50,219	+7.9%	Shares	Sole	2025-04-30
2024-12-31	$16,886,478	46,550	-2.1%	Shares	Sole	2025-01-16
2024-09-30	$18,605,577	47,570	+3.9%	Shares	Sole	2024-11-04
2024-06-30	$15,250,316	45,783	+6.2%	Shares	Sole	2024-07-29
2024-03-31	$15,800,461	43,120	+10.4%	Shares	Sole	2024-05-13
2023-12-31	$11,551,825	39,070	-17.3%	Shares	Sole	2024-02-13
2023-09-30	$12,903,891	47,267	-7.2%	Shares	Sole	2023-11-08
2023-06-30	$12,538,215	50,958	+104.2%	Shares	Sole	2023-07-31
2023-03-31	$5,710,244	24,953	-3.0%	Shares	Sole	2023-05-12
2022-12-31	$6,163,639	25,729	+1.8%	Shares	Sole	2023-01-19
2022-09-30	$4,145,316	25,264	-5.2%	Shares	Sole	2022-11-01
2022-06-30	$4,765,204	26,657	+3.1%	Shares	Sole	2022-07-29
2022-03-31	$5,759,450	25,848	+0.0%	Shares	Sole	2022-05-11
2021-12-31	$5,341,954	25,839	-6.3%	Shares	Sole	2022-01-10
2021-09-30	$5,292,420	27,569	-3.8%	Shares	Sole	2021-10-21
2021-06-30	$6,234,881	28,649	+2.3%	Shares	Sole	2021-07-21
2021-03-31	$6,492,591	28,001	-4.2%	Shares	Sole	2021-04-15
2020-12-31	$5,319,534	29,225	-2.5%	Shares	Sole	2021-01-14
2020-09-30	$4,470,771	29,975	-6.2%	Shares	Sole	2020-10-08
2020-06-30	$4,040,789	31,943	-2.8%	Shares	Sole	2020-08-14
2020-03-31	$3,813,886	32,867	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.