Ethic Inc.

Position in CAT — Caterpillar Inc

CIK 1780570 NEW YORK, NY

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$63,873,766

+$24,090,195 QoQ

Shares Held

59,981

+6.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#301

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Industrials · as of Jun 30, 2026

Ethic Inc. holds $101,250,420 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	59,981	$63,873,766
2	DE	Deere & Co	33,381	$21,174,569
3	PCAR	Paccar Inc	125,040	$15,019,804
4	TEX	Terex Corp	8,265	$598,303
5	AGCO	Agco Corp /De	3,889	$465,513
6	CNH	CNH Industrial N.V.	10,549	$118,465

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,873,766	59,981	+6.8%	Shares	Sole	2026-07-29
2026-03-31	$39,783,571	56,155	-5.2%	Shares	Sole	2026-04-27
2025-12-31	$33,917,341	59,206	+2.4%	Shares	Sole	2026-02-03
2025-09-30	$27,590,721	57,824	-0.7%	Shares	Sole	2025-10-17
2025-06-30	$22,615,561	58,256	+3.8%	Shares	Sole	2025-07-30
2025-03-31	$18,503,099	56,104	-1.7%	Shares	Sole	2025-05-13
2024-12-31	$20,713,233	57,099	+27.7%	Shares	Sole	2025-02-14
2024-09-30	$17,487,366	44,711	-9.3%	Shares	Sole	2024-11-13
2024-06-30	$16,414,501	49,278	+10.2%	Shares	Sole	2024-08-13
2024-03-31	$16,383,451	44,711	+2.7%	Shares	Sole	2024-05-13
2023-12-31	$12,866,080	43,515	+5.3%	Shares	Sole	2024-02-14
2023-09-30	$11,277,903	41,311	+9.3%	Shares	Sole	2023-11-14
2023-06-30	$9,297,491	37,787	-0.8%	Shares	Sole	2023-08-14
2023-03-31	$8,713,540	38,077	+34.7%	Shares	Sole	2023-05-12
2022-12-31	$6,772,600	28,271	+96.0%	Shares	Sole	2023-02-14
2022-09-30	$2,367,018	14,426	+25.6%	Shares	Sole	2022-11-14
2022-06-30	$2,052,879	11,484	-45.9%	Shares	Sole	2022-08-10
2022-03-31	$4,730,022	21,228	+23.2%	Shares	Sole	2022-05-16
2021-12-31	$3,563,577	17,237	+75.5%	Shares	Sole	2022-02-14
2021-09-30	$1,885,529	9,822	+111.5%	Shares	Sole	2021-11-15
2021-06-30	$1,010,456	4,643	-19.4%	Shares	Sole	2021-08-10
2021-03-31	$1,335,339	5,759	+17.5%	Shares	Sole	2021-05-13
2020-12-31	$892,444	4,903	+44.2%	Shares	Sole	2021-02-10
2020-09-30	$507,259	3,401	+25.2%	Shares	Sole	2020-10-27
2020-06-30	$343,574	2,716	+8.8%	Shares	Sole	2020-08-12
2020-03-31	$289,635	2,496	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.