HERITAGE INVESTORS MANAGEMENT CORP

Position in CAT — Caterpillar Inc

CIK 937589 BETHESDA, MD

Position in CAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$111,177,689

+$28,715,779 QoQ

Shares Held

104,402

-10.3% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

3.16%

of 13F equity value

Holder Rank

#216

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $131,079,174 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	104,402	$111,177,689
2	PCAR	Paccar Inc	159,417	$19,149,170
3	DE	Deere & Co	1,186	$752,315

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,177,689	104,402	-10.3%	Shares	Sole	2026-08-04
2026-03-31	$82,461,910	116,396	-3.5%	Shares	Sole	2026-04-24
2025-12-31	$69,069,217	120,567	-3.8%	Shares	Sole	2026-02-06
2025-09-30	$59,830,792	125,392	-3.8%	Shares	Sole	2025-11-04
2025-06-30	$50,626,466	130,410	+1.1%	Shares	Sole	2025-08-04
2025-03-31	$42,533,976	128,969	-0.6%	Shares	Sole	2025-05-05
2024-12-31	$47,049,972	129,700	-0.6%	Shares	Sole	2025-02-05
2024-09-30	$51,032,164	130,477	-4.1%	Shares	Sole	2024-10-30
2024-06-30	$45,323,917	136,067	-1.4%	Shares	Sole	2024-07-30
2024-03-31	$50,582,363	138,041	-4.1%	Shares	Sole	2024-04-29
2023-12-31	$42,562,287	143,952	-1.0%	Shares	Sole	2024-02-07
2023-09-30	$39,698,295	145,415	-7.2%	Shares	Sole	2023-11-09
2023-06-30	$38,556,527	156,702	-0.0%	Shares	Sole	2023-08-01
2023-03-31	$35,861,516	156,710	-2.9%	Shares	Sole	2023-05-01
2022-12-31	$38,655,401	161,360	-2.8%	Shares	Sole	2023-02-06
2022-09-30	$27,246,632	166,057	+0.9%	Shares	Sole	2022-10-27
2022-06-30	$29,429,616	164,632	+0.0%	Shares	Sole	2022-08-01
2022-03-31	$36,680,182	164,618	+1.4%	Shares	Sole	2022-05-02
2021-12-31	$33,570,027	162,378	+0.8%	Shares	Sole	2022-01-28
2021-09-30	$30,923,679	161,086	+0.2%	Shares	Sole	2021-10-28
2021-06-30	$34,973,141	160,700	-2.6%	Shares	Sole	2021-07-29
2021-03-31	$38,266,433	165,034	-6.5%	Shares	Sole	2021-04-23
2020-12-31	$32,125,255	176,493	-4.1%	Shares	Sole	2021-01-28
2020-09-30	$27,449,566	184,040	-2.3%	Shares	Sole	2020-10-29
2020-06-30	$23,840,696	188,464	-0.7%	Shares	Sole	2020-07-24
2020-03-31	$22,024,508	189,801	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.