Empowered Funds, LLC

Position in CAT — Caterpillar Inc

CIK 1592828 NEWTOWN SQUARE, PA

Position in CAT

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

Position Value

$53,333,570

+$34,396,922 QoQ

Shares Held

75,281

+89.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Empowered Funds, LLC holds $139,262,660 across 15 Farm & Heavy Construction Machinery names. CAT ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	75,281	$53,333,570
2	BLBD	Blue Bird Corp	408,714	$23,210,867
3	DE	Deere & Co	27,801	$15,660,298
4	PCAR	Paccar Inc	99,442	$11,485,547
5	OSK	Oshkosh Corp	74,573	$10,977,890
6	TWI	Titan International Inc	773,501	$5,344,891
7	WNC	WABASH NATIONAL Corp	589,884	$5,084,799
8	CMCO	Columbus Mckinnon Corp	262,129	$3,808,733

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,333,570	75,281	+89.7%	Shares	Other	2026-05-15
2025-09-30	$18,936,648	39,687	-47.7%	Shares	Other	2025-11-13
2025-06-30	$29,477,945	75,933	+32.1%	Shares	Sole	2025-08-11
2025-03-31	$18,962,507	57,497	+97.0%	Shares	Other	2025-05-16
2024-12-31	$10,588,600	29,189	-43.1%	Shares	Other	2025-01-28
2024-09-30	$20,070,320	51,315	-0.2%	Shares	Other	2024-11-06
2024-06-30	$17,130,664	51,428	+171.7%	Shares	Other	2024-07-30
2024-03-31	$6,936,151	18,929	-38.9%	Shares	Other	2024-05-07
2023-12-31	$9,162,220	30,988	+105.3%	Shares	Sole	2024-02-14
2023-09-30	$4,121,481	15,097	-21.3%	Shares	Other	2023-11-01
2023-06-30	$4,720,714	19,186	-31.3%	Shares	Other	2023-07-27
2023-03-31	$6,391,042	27,928	+88.5%	Shares	Other	2023-04-05
2022-12-31	$3,550,038	14,819	—	Shares	Other	2023-02-21
No filing history on record for this holder in this stock.