Anchor Investment Management, LLC

Position in CAT — Caterpillar Inc

CIK 1634149 COLUMBIA, SC

Position in CAT

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$8,571,657

+$1,448,019 QoQ

Shares Held

12,099

-2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Anchor Investment Management, LLC holds $9,456,806 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	12,099	$8,571,657
2	DE	Deere & Co	1,207	$679,903
3	FSS	Federal Signal Corp /De/	1,648	$178,214
4	CNH	CNH Industrial N.V.	2,300	$25,300
5	PCAR	Paccar Inc	15	$1,732

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,571,657	12,099	-2.7%	Shares	Sole	2026-05-01
2025-12-31	$7,123,638	12,435	-5.3%	Shares	Sole	2026-02-26
2025-09-30	$6,266,410	13,133	-0.4%	Shares	Sole	2025-11-14
2025-06-30	$5,118,937	13,186	+2.4%	Shares	Sole	2025-08-19
2025-03-31	$4,245,185	12,872	-7.1%	Shares	Sole	2025-05-20
2024-12-31	$5,024,951	13,852	+4.0%	Shares	Sole	2025-02-13
2024-09-30	$5,208,545	13,317	+2.9%	Shares	Sole	2024-11-21
2024-06-30	$4,310,647	12,941	+3.9%	Shares	Sole	2024-09-20
2024-03-31	$4,562,786	12,452	-10.2%	Shares	Sole	2024-05-15
2023-12-31	$4,101,534	13,872	+1.4%	Shares	Sole	2024-01-02
2023-09-30	$3,736,278	13,686	+0.3%	Shares	Sole	2024-01-02
2023-06-30	$3,356,614	13,642	+30.4%	Shares	Sole	2024-01-02
2023-03-31	$2,394,352	10,463	+4.5%	Shares	Sole	2024-01-02
2022-12-31	$2,398,474	10,012	+10.1%	Shares	Sole	2024-01-02
2022-09-30	$1,491,815	9,092	-13.2%	Shares	Sole	2024-01-02
2022-06-30	$1,872,689	10,476	-13.0%	Shares	Sole	2024-01-02
2022-03-31	$2,681,638	12,035	+24.2%	Shares	Sole	2024-01-02
2021-12-31	$2,003,930	9,693	+5.3%	Shares	Sole	2024-01-02
2021-09-30	$1,767,083	9,205	+5.2%	Shares	Sole	2024-01-02
2021-06-30	$1,903,827	8,748	+7.1%	Shares	Sole	2024-01-02
2021-03-31	$1,893,914	8,168	+172.6%	Shares	Sole	2024-01-02
2020-12-31	$545,331	2,996	+12.2%	Shares	Sole	2024-01-02
2020-09-30	$398,230	2,670	+94.9%	Shares	Sole	2024-01-02
2020-06-30	$173,305	1,370	-6.8%	Shares	Sole	2024-01-02
2020-03-31	$170,578	1,470	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.