Y-Intercept (Hong Kong) Ltd

Position in CAT — Caterpillar Inc

CIK 1772875 HONG KONG, K3

Position in CAT

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$13,717,910

+$13,372,470 QoQ

Shares Held

19,363

+3111.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Y-Intercept (Hong Kong) Ltd holds $48,556,085 across 10 Farm & Heavy Construction Machinery names. CAT ranks #1 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	19,363	$13,717,910
2	OSK	Oshkosh Corp	54,593	$8,036,635
3	PCAR	Paccar Inc	65,001	$7,507,615
4	TEX	Terex Corp	108,944	$6,438,590
5	AGCO	Agco Corp /De	49,194	$5,700,108
6	CNH	CNH Industrial N.V.	244,383	$2,688,213
7	BLBD	Blue Bird Corp	31,107	$1,766,566
8	DE	Deere & Co	3,031	$1,707,362

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,717,910	19,363	+3111.1%	Shares	Sole	2026-04-27
2025-12-31	$345,440	603	-93.3%	Shares	Sole	2026-02-13
2025-03-31	$2,976,445	9,025	+7.9%	Shares	Sole	2025-05-06
2024-12-31	$3,033,761	8,363	-2.0%	Shares	Sole	2025-02-04
2024-09-30	$3,338,209	8,535	-50.0%	Shares	Sole	2024-11-15
2024-06-30	$5,685,350	17,068	+169.1%	Shares	Sole	2024-08-14
2023-09-30	$1,731,366	6,342	+45.6%	Shares	Sole	2023-11-14
2023-06-30	$1,071,793	4,356	+62.4%	Shares	Sole	2023-08-14
2023-03-31	$613,977	2,683	-84.7%	Shares	Sole	2023-05-09
2022-09-30	$2,869,266	17,487	-33.9%	Shares	Sole	2023-02-14
2022-06-30	$4,728,380	26,451	+307.4%	Shares	Sole	2022-08-08
2021-12-31	$1,342,156	6,492	+93.2%	Shares	Sole	2022-02-14
2021-09-30	$645,019	3,360	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.