SALEM INVESTMENT COUNSELORS INC

Position in CAT — Caterpillar Inc

CIK 884423 WINSTON-SALEM, NC

Position in CAT

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

Position Value

$51,904,290

+$17,245,010 QoQ

Shares Held

48,741

-0.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#333

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Industrials · as of Jun 30, 2026

SALEM INVESTMENT COUNSELORS INC holds $52,844,163 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (98.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	48,741	$51,904,290
2	DE	Deere & Co	1,260	$799,255
3	PCAR	Paccar Inc	1,070	$128,528
4	AGCO	Agco Corp /De	94	$11,251
5	MTW	Manitowoc Co Inc	37	$513
6	AEBI	Aebi Schmidt Holding AG	26	$326

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,904,290	48,741	-0.4%	Shares	Sole	2026-07-14
2026-03-31	$34,659,280	48,922	-0.4%	Shares	Sole	2026-04-29
2025-12-31	$28,145,103	49,130	-4.1%	Shares	Sole	2026-01-12
2025-09-30	$24,453,937	51,250	+1.3%	Shares	Sole	2025-10-07
2025-06-30	$19,636,050	50,581	+18.9%	Shares	Sole	2025-07-08
2025-03-31	$14,027,383	42,533	+0.7%	Shares	Sole	2025-04-16
2024-12-31	$15,318,992	42,229	+0.2%	Shares	Sole	2025-01-13
2024-09-30	$16,482,970	42,143	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$13,951,560	41,884	-0.1%	Shares	Sole	2024-07-11
2024-03-31	$15,366,608	41,936	-0.5%	Shares	Sole	2024-04-11
2023-12-31	$12,463,968	42,155	-9.3%	Shares	Sole	2024-01-16
2023-09-30	$12,687,948	46,476	-0.3%	Shares	Sole	2023-10-04
2023-06-30	$11,469,620	46,615	+0.8%	Shares	Sole	2023-07-19
2023-03-31	$10,586,596	46,262	+31.6%	Shares	Sole	2023-05-11
2022-12-31	$8,420,773	35,151	+1.6%	Shares	Sole	2023-02-15
2022-09-30	$5,677,988	34,605	-0.5%	Shares	Sole	2022-11-09
2022-06-30	$6,217,987	34,784	+1.0%	Shares	Sole	2022-08-17
2022-03-31	$7,675,034	34,445	+1.5%	Shares	Sole	2022-05-16
2021-12-31	$7,015,308	33,933	+6.7%	Shares	Sole	2022-02-15
2021-09-30	$6,104,454	31,799	+1.8%	Shares	Sole	2021-11-15
2021-06-30	$6,796,367	31,229	-3.4%	Shares	Sole	2021-08-17
2021-03-31	$7,498,675	32,340	+1.2%	Shares	Sole	2021-05-17
2020-12-31	$5,819,361	31,971	+1.9%	Shares	Sole	2021-02-17
2020-09-30	$4,679,730	31,376	+1.1%	Shares	Sole	2020-11-13
2020-06-30	$3,926,054	31,036	-2.4%	Shares	Sole	2020-08-13
2020-03-31	$3,689,143	31,792	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.