Empirical Finance, LLC

Position in CAT — Caterpillar Inc

CIK 1572838 NEWTOWN SQUARE, PA

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,873,104

+$7,354,979 QoQ

Shares Held

19,601

+2.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#551

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Empirical Finance, LLC holds $29,727,842 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	19,601	$20,873,104
2	DE	Deere & Co	9,310	$5,905,612
3	PCAR	Paccar Inc	18,237	$2,190,628
4	OSK	Oshkosh Corp	4,942	$758,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,873,104	19,601	+2.7%	Shares	Sole	2026-08-14
2026-03-31	$13,518,125	19,081	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$10,957,857	19,128	-4.0%	Shares	Sole	2026-02-12
2025-09-30	$9,504,350	19,919	+11.9%	Shares	Sole	2025-11-13
2025-06-30	$6,912,855	17,807	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$5,839,109	17,705	+1.3%	Shares	Sole	2025-05-07
2024-12-31	$6,343,221	17,486	-1.4%	Shares	Sole	2025-01-28
2024-09-30	$6,933,775	17,728	+1.5%	Shares	Sole	2024-11-06
2024-06-30	$5,816,259	17,461	-7.6%	Shares	Sole	2024-07-30
2024-03-31	$6,925,160	18,899	+3.4%	Shares	Sole	2024-05-06
2023-12-31	$5,405,143	18,281	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$4,979,793	18,241	+9.5%	Shares	Sole	2023-11-02
2023-06-30	$4,099,439	16,661	+12.0%	Shares	Sole	2023-07-27
2023-03-31	$3,404,681	14,878	+4.5%	Shares	Sole	2023-04-05
2022-12-31	$3,410,376	14,236	+7.9%	Shares	Sole	2023-02-21
2022-09-30	$2,165,035	13,195	+19.4%	Shares	Sole	2022-11-04
2022-06-30	$1,975,119	11,049	+5.6%	Shares	Sole	2022-08-01
2022-03-31	$2,331,142	10,462	+11.7%	Shares	Sole	2022-04-21
2021-12-31	$1,936,947	9,369	+35.0%	Shares	Sole	2022-02-04
2021-09-30	$1,332,271	6,940	+23.9%	Shares	Sole	2021-11-12
2021-06-30	$1,219,380	5,603	0.0%	Shares	Sole	2021-08-04
2021-03-31	$1,299,167	5,603	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,019,858	5,603	+20.8%	Shares	Sole	2021-02-02
2020-09-30	$691,906	4,639	-36.6%	Shares	Sole	2020-10-28
2020-06-30	$926,106	7,321	-37.3%	Shares	Sole	2020-07-20
2020-03-31	$1,355,811	11,684	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.