QRG CAPITAL MANAGEMENT, INC.

Position in CAT — Caterpillar Inc

CIK 1996454 BERWYN, PA

Position in CAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$115,061,380

+$47,108,023 QoQ

Shares Held

108,049

+12.6% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#213

of 4,031 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

QRG CAPITAL MANAGEMENT, INC. holds $134,984,466 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (85.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	108,049	$115,061,380
2	DE	Deere & Co	15,258	$9,678,607
3	PCAR	Paccar Inc	68,145	$8,185,577
4	OSK	Oshkosh Corp	3,931	$603,329
5	TEX	Terex Corp	7,847	$568,044
6	ASTE	Astec Industries Inc	8,988	$549,975
7	AGCO	Agco Corp /De	2,820	$337,554

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,061,380	108,049	+12.6%	Shares	Sole	2026-07-14
2026-03-31	$67,953,357	95,917	+4.7%	Shares	Sole	2026-04-27
2025-12-31	$52,477,183	91,604	+13.2%	Shares	Sole	2026-02-02
2025-09-30	$38,604,775	80,907	-25.8%	Shares	Sole	2025-10-28
2025-06-30	$42,333,524	109,048	-11.0%	Shares	Sole	2025-07-21
2025-03-31	$40,417,319	122,551	-2.1%	Shares	Sole	2025-04-17
2024-12-31	$45,412,836	125,187	+3.5%	Shares	Sole	2025-02-05
2024-09-30	$47,302,052	120,940	+6.8%	Shares	Sole	2024-10-30
2024-06-30	$37,734,567	113,283	+13.8%	Shares	Sole	2024-07-12
2024-03-31	$36,479,572	99,554	+9.4%	Shares	Sole	2024-05-07
2023-12-31	$26,907,744	91,006	+2.5%	Shares	Sole	2024-02-07
2023-09-30	$24,248,952	88,824	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.