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YOUSIF CAPITAL MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1858789 BLOOMFIELD HILLS, MI

Position in CAT

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$66,589,261
+$17,665,139 QoQ
Shares Held
62,531
-9.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#293
of 4,031 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 26% Shared 0% None 74%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $104,077,673 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
62,531 $66,589,261

All Filings in CAT

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $66,589,261 62,531
2026-03-31 $48,924,122 69,057
2025-12-31 $43,316,419 75,613
2025-09-30 $37,900,024 79,430
2025-06-30 $33,030,847 85,085
2025-03-31 $28,422,164 86,180
2024-12-31 $33,558,927 92,510
2024-09-30 $36,777,795 94,032
2024-06-30 $31,829,037 95,554
2024-03-31 $37,618,803 102,663
2023-12-31 $31,264,441 105,741
2023-09-30 $29,955,198 109,726
2023-06-30 $28,213,569 114,666
2023-03-31 $26,143,596 114,244
2022-12-31 $29,063,179 121,319
2022-09-30 $19,805,276 120,705
2022-06-30 $21,209,516 118,648
2022-03-31 $26,942,057 120,914
2021-12-31 $24,706,877 119,507