PINNACLE ASSOCIATES LTD

Position in CAT — Caterpillar Inc

CIK 743127 NEW YORK, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$117,209,283

+$38,519,214 QoQ

Shares Held

110,066

-0.9% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#212

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $124,308,305 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (94.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	110,066	$117,209,283
2	DE	Deere & Co	6,852	$4,346,429
3	TEX	Terex Corp	19,707	$1,426,589
4	PCAR	Paccar Inc	11,039	$1,326,004

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$117,209,283	110,066	-0.9%	Shares	Sole	2026-08-03
2026-03-31	$78,690,069	111,072	-0.9%	Shares	Sole	2026-04-22
2025-12-31	$64,212,998	112,090	-0.8%	Shares	Sole	2026-02-05
2025-09-30	$53,916,041	112,996	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$43,736,515	112,662	+0.4%	Shares	Sole	2025-08-04
2025-03-31	$37,019,390	112,248	+0.6%	Shares	Sole	2025-05-06
2024-12-31	$40,486,192	111,606	+16.2%	Shares	Sole	2025-02-14
2024-09-30	$37,549,866	96,006	-13.6%	Shares	Sole	2024-10-25
2024-06-30	$37,029,061	111,165	+16.0%	Shares	Sole	2024-07-30
2024-03-31	$35,127,811	95,865	-0.1%	Shares	Sole	2024-04-26
2023-12-31	$28,386,094	96,006	+5.8%	Shares	Sole	2024-01-19
2023-09-30	$24,779,937	90,769	+13.0%	Shares	Sole	2023-10-24
2023-06-30	$19,763,720	80,324	+20.4%	Shares	Sole	2023-07-27
2023-03-31	$15,261,568	66,691	-0.5%	Shares	Sole	2023-05-05
2022-12-31	$16,052,676	67,009	+9.6%	Shares	Sole	2023-02-01
2022-09-30	$10,034,804	61,158	-0.5%	Shares	Sole	2022-11-01
2022-06-30	$10,985,517	61,454	-1.5%	Shares	Sole	2022-08-02
2022-03-31	$13,906,641	62,412	-9.1%	Shares	Sole	2022-05-05
2021-12-31	$14,197,662	68,674	+5.1%	Shares	Sole	2022-02-02
2021-09-30	$12,548,694	65,368	+0.8%	Shares	Sole	2021-10-19
2021-06-30	$14,113,958	64,853	-2.6%	Shares	Sole	2021-08-02
2021-03-31	$15,434,426	66,565	-17.0%	Shares	Sole	2021-05-12
2020-12-31	$14,606,558	80,247	+6.9%	Shares	Sole	2021-01-26
2020-09-30	$11,196,690	75,070	+2.2%	Shares	Sole	2020-10-23
2020-06-30	$9,295,599	73,483	-0.3%	Shares	Sole	2020-08-14
2020-03-31	$8,548,782	73,671	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.