BAILARD, INC.

Position in CAT — Caterpillar Inc

CIK 750641 Foster City, CA

Position in CAT

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$10,745,212

-$514,547 QoQ

Shares Held

15,167

-22.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

BAILARD, INC. holds $14,187,463 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	15,167	$10,745,212
2	DE	Deere & Co	3,902	$2,197,996
3	ASTE	Astec Industries Inc	13,600	$732,224
4	TWI	Titan International Inc	74,100	$512,031

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,745,212	15,167	-22.8%	Shares	Sole	2026-05-11
2025-12-31	$11,259,759	19,655	+2.0%	Shares	Sole	2026-02-04
2025-09-30	$9,197,543	19,276	-2.6%	Shares	Sole	2025-10-30
2025-06-30	$7,684,616	19,795	+37.1%	Shares	Sole	2025-08-08
2025-03-31	$4,762,312	14,440	+1.0%	Shares	Sole	2025-05-02
2024-12-31	$5,186,379	14,297	+7.0%	Shares	Sole	2025-02-05
2024-09-30	$5,225,363	13,360	-0.6%	Shares	Sole	2024-10-30
2024-06-30	$4,475,198	13,435	+3.1%	Shares	Sole	2024-07-25
2024-03-31	$4,777,147	13,037	-2.5%	Shares	Sole	2024-05-08
2023-12-31	$3,955,473	13,378	-19.3%	Shares	Sole	2024-02-02
2023-09-30	$4,524,702	16,574	+0.6%	Shares	Sole	2023-10-24
2023-06-30	$4,054,904	16,480	+0.9%	Shares	Sole	2023-07-20
2023-03-31	$3,736,270	16,327	-0.2%	Shares	Sole	2023-05-08
2022-12-31	$3,917,524	16,353	+3.8%	Shares	Sole	2023-02-02
2022-09-30	$2,585,408	15,757	-1.8%	Shares	Sole	2022-10-18
2022-06-30	$2,868,561	16,047	+27.0%	Shares	Sole	2022-07-27
2022-03-31	$2,815,553	12,636	-2.7%	Shares	Sole	2022-04-25
2021-12-31	$2,684,105	12,983	+0.2%	Shares	Sole	2022-02-10
2021-09-30	$2,486,779	12,954	+7.6%	Shares	Sole	2021-11-15
2021-06-30	$2,621,135	12,044	+6.6%	Shares	Sole	2021-08-13
2021-03-31	$2,619,203	11,296	+32.2%	Shares	Sole	2021-05-13
2020-12-31	$1,555,360	8,545	+6.2%	Shares	Sole	2021-02-03
2020-09-30	$1,199,911	8,045	+2.0%	Shares	Sole	2020-11-10
2020-06-30	$998,085	7,890	+198.4%	Shares	Sole	2020-08-12
2020-03-31	$306,809	2,644	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.