V-Square Quantitative Management LLC

Position in CAT — Caterpillar Inc

CIK 1943239 CHICAGO, IL

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Position in CAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,646,988

+$2,549,982 QoQ

Shares Held

8,120

-5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#931

of 4,031 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

V-Square Quantitative Management LLC holds $14,602,165 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	8,120	$8,646,988
2	DE	Deere & Co	8,346	$5,294,118
3	PCAR	Paccar Inc	3,436	$412,732
4	CNH	CNH Industrial N.V.	14,363	$161,296
5	OSK	Oshkosh Corp	410	$62,926
6	TEX	Terex Corp	333	$24,105

All Filings in CAT

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13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,646,988	8,120	-5.6%	Shares	Sole	2026-07-27
2026-03-31	$6,097,006	8,606	+1.9%	Shares	Sole	2026-04-27
2025-12-31	$4,836,168	8,442	-8.7%	Shares	Sole	2026-01-22
2025-06-30	$3,590,942	9,250	-2.3%	Shares	Sole	2025-07-17
2025-03-31	$3,122,216	9,467	+5.1%	Shares	Sole	2025-05-13
2024-12-31	$3,267,742	9,008	+0.8%	Shares	Sole	2025-01-30
2024-09-30	$3,496,612	8,940	+11.3%	Shares	Sole	2024-10-17
2024-06-30	$2,676,125	8,034	-5.1%	Shares	Sole	2024-07-16
2024-03-31	$3,101,463	8,464	+33.9%	Shares	Sole	2024-04-24
2023-12-31	$1,869,521	6,323	+56.4%	Shares	Sole	2024-02-21
2023-09-30	$1,103,739	4,043	+33.0%	Shares	Sole	2023-11-13
2023-06-30	$747,992	3,040	-6.5%	Shares	Sole	2023-07-26
2023-03-31	$744,416	3,253	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.