NorthCrest Asset Manangement, LLC

Position in CAT — Caterpillar Inc

CIK 1893159 PLYMOUTH, MN

Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$61,425,561

+$22,213,009 QoQ

Shares Held

57,682

+4.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#18

of 834 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Industrials · as of Jun 30, 2026

NorthCrest Asset Manangement, LLC holds $88,461,798 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	57,682	$61,425,561
2	DE	Deere & Co	39,141	$24,828,310
3	TEX	Terex Corp	12,501	$904,947
4	WNC	WABASH NATIONAL Corp	39,286	$530,361
5	OSK	Oshkosh Corp	3,397	$521,371
6	CNH	CNH Industrial N.V.	22,373	$251,248

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,425,561	57,682	+4.2%	Shares	Sole	2026-07-15
2026-03-31	$39,212,552	55,349	-27.6%	Shares	Sole	2026-04-08
2025-12-31	$43,819,972	76,492	+2.0%	Shares	Sole	2026-01-08
2025-09-30	$35,796,270	75,021	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$29,155,347	75,102	-1.2%	Shares	Sole	2025-07-10
2025-03-31	$25,081,619	76,051	+1.5%	Shares	Sole	2025-04-16
2024-12-31	$27,178,341	74,921	+1.0%	Shares	Sole	2025-03-17
2024-09-30	$29,007,414	74,165	+1.4%	Shares	Sole	2024-10-24
2024-06-30	$24,368,596	73,157	+1.1%	Shares	Sole	2024-07-16
2024-03-31	$26,518,172	72,369	+0.9%	Shares	Sole	2024-04-15
2023-12-31	$21,216,687	71,758	+0.0%	Shares	Sole	2024-01-30
2023-09-30	$19,584,201	71,737	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$17,773,913	72,237	-0.8%	Shares	Sole	2023-07-21
2023-03-31	$16,659,323	72,799	+1.4%	Shares	Sole	2023-04-25
2022-12-31	$17,193,221	71,770	-2.6%	Shares	Sole	2023-02-01
2022-09-30	$12,094,664	73,712	+2.0%	Shares	Sole	2022-10-19
2022-06-30	$12,915,231	72,249	+1.6%	Shares	Sole	2022-07-18
2022-03-31	$15,842,502	71,100	+2.7%	Shares	Sole	2022-04-18
2021-12-31	$14,308,475	69,210	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.