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Per Stirling Capital Management, LLC.

Position in CAT — Caterpillar Inc

CIK 1689933 AUSTIN, TX

Position in CAT

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$222,456
-$118,209 QoQ
Shares Held
314
-63.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Mar 31, 2026

Per Stirling Capital Management, LLC. holds $361,008 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
314 $222,456

All Filings in CAT

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $222,456 314
2024-09-30 $340,665 871
2024-06-30 $290,130 871
2024-03-31 $324,656 886
2023-12-31 $257,528 871
2023-09-30 $237,783 871
2023-06-30 $214,309 871
2023-03-31 $398,181 1,740
2022-12-31 $204,344 853