Horizon Investments, LLC

Position in CAT — Caterpillar Inc

CIK 1560717 Charlotte, NC

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$32,561,447

+$16,366,052 QoQ

Shares Held

30,577

+33.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#444

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Horizon Investments, LLC holds $40,788,753 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	30,577	$32,561,447
2	DE	Deere & Co	6,619	$4,198,630
3	PCAR	Paccar Inc	30,143	$3,620,777
4	TEX	Terex Corp	3,160	$228,752
5	AGCO	Agco Corp /De	1,471	$176,078
6	OSK	Oshkosh Corp	20	$3,069

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,561,447	30,577	+33.8%	Shares	Sole	2026-08-13
2026-03-31	$16,195,395	22,860	+3.1%	Shares	Sole	2026-05-15
2025-12-31	$12,705,683	22,179	+27.7%	Shares	Sole	2026-02-02
2025-09-30	$8,284,755	17,363	+21.7%	Shares	Sole	2025-11-14
2025-06-30	$5,538,203	14,266	+68.3%	Shares	Sole	2025-08-14
2025-03-31	$2,796,044	8,478	+2.6%	Shares	Sole	2025-05-13
2024-12-31	$2,998,936	8,267	+1.8%	Shares	Sole	2025-02-10
2024-09-30	$3,177,067	8,123	+63.0%	Shares	Sole	2024-11-13
2024-06-30	$1,660,170	4,984	-4.5%	Shares	Sole	2024-08-09
2024-03-31	$1,912,031	5,218	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$1,523,587	5,153	-53.2%	Shares	Sole	2024-02-14
2023-09-30	$3,004,365	11,005	+3.0%	Shares	Sole	2023-11-14
2023-06-30	$2,629,536	10,687	+5.5%	Shares	Sole	2023-08-14
2023-03-31	$2,319,064	10,134	-45.7%	Shares	Sole	2023-05-15
2022-12-31	$4,467,554	18,649	+148.6%	Shares	Sole	2023-02-14
2022-09-30	$1,230,764	7,501	-47.0%	Shares	Sole	2022-11-14
2022-06-30	$2,529,632	14,151	+24.6%	Shares	Sole	2022-08-12
2022-03-31	$2,530,121	11,355	+6.6%	Shares	Sole	2022-05-16
2021-12-31	$2,201,367	10,648	+198.4%	Shares	Sole	2022-02-15
2021-09-30	$684,948	3,568	-8.4%	Shares	Sole	2021-11-15
2021-06-30	$847,886	3,896	-51.0%	Shares	Sole	2021-08-13
2021-03-31	$1,842,902	7,948	+96.2%	Shares	Sole	2021-05-14
2020-09-30	$604,355	4,052	-49.1%	Shares	Sole	2020-11-16
2020-06-30	$1,007,699	7,966	+67.6%	Shares	Sole	2020-08-13
2020-03-31	$551,538	4,753	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.