Inscription Capital, LLC

Position in CAT — Caterpillar Inc

CIK 1767868 HOUSTON, TX

Position in CAT

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$1,532,398

-$261,257 QoQ

Shares Held

2,163

-30.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Industrials · as of Mar 31, 2026

Inscription Capital, LLC holds $2,351,804 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,163	$1,532,398
2	AGCO	Agco Corp /De	3,685	$426,980
3	CMCO	Columbus Mckinnon Corp	10,608	$154,134
4	AEBI	Aebi Schmidt Holding AG	12,544	$121,802
5	WNC	WABASH NATIONAL Corp	13,514	$116,490

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,532,398	2,163	-30.9%	Shares	Sole	2026-04-20
2025-12-31	$1,793,655	3,131	+52.5%	Shares	Sole	2026-01-29
2025-09-30	$979,588	2,053	+5.8%	Shares	Sole	2025-10-29
2025-06-30	$753,515	1,941	-48.0%	Shares	Sole	2025-08-12
2025-03-31	$1,230,813	3,732	+30.1%	Shares	Sole	2025-04-17
2024-09-30	$1,122,123	2,869	-9.6%	Shares	Sole	2024-10-24
2024-06-30	$1,057,592	3,175	-14.9%	Shares	Sole	2024-07-17
2024-03-31	$1,367,516	3,732	+33.4%	Shares	Sole	2024-07-17
2023-12-31	$826,988	2,797	-18.5%	Shares	Sole	2024-01-18
2023-09-30	$937,482	3,434	-48.3%	Shares	Sole	2023-10-17
2023-06-30	$1,632,787	6,636	-6.1%	Shares	Sole	2023-07-14
2023-03-31	$1,616,525	7,064	+5.1%	Shares	Sole	2023-05-02
2022-12-31	$1,610,801	6,724	-14.4%	Shares	Sole	2023-02-14
2022-09-30	$1,289,504	7,859	-14.7%	Shares	Sole	2022-11-14
2022-06-30	$1,646,200	9,209	-13.8%	Shares	Sole	2022-09-20
2022-03-31	$2,379,494	10,679	-9.7%	Shares	Sole	2022-05-16
2021-12-31	$2,444,493	11,824	-1.9%	Shares	Sole	2022-02-10
2021-09-30	$2,314,966	12,059	-37.6%	Shares	Sole	2021-11-09
2021-06-30	$4,206,352	19,328	+53.6%	Shares	Sole	2021-08-13
2021-03-31	$2,918,083	12,585	+6.7%	Shares	Sole	2021-05-18
2020-12-31	$2,146,015	11,790	+658.2%	Shares	Sole	2021-02-16
2020-09-30	$231,928	1,555	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.