ANCHOR CAPITAL ADVISORS LLC

Position in CAT — Caterpillar Inc

CIK 813933 Boston, MA

Position in CAT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$653,200

+$125,014 QoQ

Shares Held

922

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

ANCHOR CAPITAL ADVISORS LLC holds $51,496,003 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CNH	CNH Industrial N.V.	4,622,073	$50,842,803
2	CAT	Caterpillar Inc This page	922	$653,200

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$653,200	922	0.0%	Shares	Sole	2026-05-12
2025-12-31	$528,186	922	0.0%	Shares	Sole	2026-02-10
2025-09-30	$439,932	922	0.0%	Shares	Sole	2025-10-30
2025-06-30	$357,929	922	0.0%	Shares	Sole	2025-08-06
2025-03-31	$304,075	922	-18.2%	Shares	Sole	2025-05-13
2024-12-31	$408,830	1,127	0.0%	Shares	Sole	2025-02-05
2024-09-30	$440,792	1,127	0.0%	Shares	Sole	2024-10-31
2024-06-30	$375,403	1,127	0.0%	Shares	Sole	2024-08-06
2024-03-31	$412,966	1,127	0.0%	Shares	Sole	2024-05-07
2023-12-31	$333,220	1,127	+24.5%	Shares	Sole	2024-02-05
2023-09-30	$247,065	905	0.0%	Shares	Sole	2023-11-09
2023-06-30	$222,675	905	-16.2%	Shares	Sole	2023-08-04
2023-03-31	$247,147	1,080	0.0%	Shares	Sole	2023-05-03
2022-12-31	$258,724	1,080	0.0%	Shares	Sole	2023-02-10
2022-03-31	$240,645	1,080	0.0%	Shares	Sole	2022-05-06
2021-12-31	$223,279	1,080	0.0%	Shares	Sole	2022-02-10
2021-09-30	$207,327	1,080	-12.2%	Shares	Sole	2021-11-02
2021-06-30	$267,684	1,230	0.0%	Shares	Sole	2021-08-16
2021-03-31	$285,200	1,230	0.0%	Shares	Sole	2021-05-14
2020-12-31	$223,884	1,230	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.