Vestmark Advisory Solutions, Inc.

Position in CAT — Caterpillar Inc

CIK 1736982 Wakefield, MA

Position in CAT

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

Position Value

$5,476,393

+$2,805,674 QoQ

Shares Held

7,730

+65.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 11% Shared 89% None 0%

Industrials · as of Mar 31, 2026

Vestmark Advisory Solutions, Inc. holds $14,364,135 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	7,730	$5,476,393
2	DE	Deere & Co	8,622	$4,856,772
3	OSK	Oshkosh Corp	10,095	$1,486,084
4	ALG	Alamo Group Inc	8,610	$1,420,391
5	TEX	Terex Corp	19,027	$1,124,495

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,476,393	7,730	+65.8%	Shares	Other	2026-05-15
2025-12-31	$2,670,719	4,662	+270.0%	Shares	Other	2026-02-06
2025-09-30	$601,208	1,260	+108.6%	Shares	Other	2025-11-10
2024-12-31	$219,107	604	+7.3%	Shares	Other	2025-02-06
2024-03-31	$206,300	563	-33.8%	Shares	Sole	2024-05-15
2023-12-31	$251,615	851	-20.5%	Shares	Sole	2024-02-06
2023-09-30	$292,110	1,070	-90.7%	Shares	Sole	2023-11-06
2023-06-30	$2,821,946	11,469	+4.0%	Shares	Sole	2023-08-07
2023-03-31	$2,522,960	11,025	-49.7%	Shares	Sole	2023-05-09
2022-12-31	$5,254,508	21,934	+0.9%	Shares	Sole	2023-01-20
2022-09-30	$3,567,754	21,744	+38.9%	Shares	Sole	2022-11-03
2022-06-30	$2,798,845	15,657	+81.7%	Shares	Sole	2022-08-04
2022-03-31	$1,919,817	8,616	+14.8%	Shares	Sole	2022-04-27
2021-12-31	$1,552,203	7,508	+7.7%	Shares	Sole	2022-01-31
2021-09-30	$1,338,030	6,970	+1.0%	Shares	Sole	2021-11-15
2021-06-30	$1,501,429	6,899	-17.7%	Shares	Sole	2021-08-09
2021-03-31	$1,943,302	8,381	+8.2%	Shares	Sole	2021-05-10
2020-12-31	$1,410,290	7,748	+3.4%	Shares	Sole	2021-02-04
2020-09-30	$1,117,431	7,492	+19.2%	Shares	Sole	2020-10-19
2020-06-30	$795,305	6,287	+88.5%	Shares	Sole	2020-08-13
2020-03-31	$387,109	3,336	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.