SEC 13F Intelligence

Brandywine Global Investment Management, LLC / CAT

Brandywine Global Investment Management, LLC’s Caterpillar Inc Position

Does Brandywine Global Investment Management, LLC own Caterpillar Inc (CAT)? Not currently — the last reported position was 624.4K shares worth $242M in Q2 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$242M
Q2 2025
Shares
624.4K
% of Portfolio
+1.71%
Quarters Held
27
position exited

Position History CAT

Reported value by quarter
Q4 ’18: $48MQ4 ’18Q1 ’19: $72MQ2 ’19: $80MQ3 ’19: $73MQ4 ’19: $92MQ4 ’19Q1 ’20: $71MQ2 ’20: $79MQ3 ’20: $78MQ4 ’20: $12MQ4 ’20Q1 ’21: $14MQ2 ’21: $12MQ3 ’21: $11MQ4 ’21: $11MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $52MQ4 ’22: $113MQ4 ’22Q1 ’23: $167MQ2 ’23: $59MQ3 ’23: $71MQ4 ’23: $73MQ4 ’23Q1 ’24: $89MQ2 ’24: $129MQ3 ’24: $181MQ4 ’24: $184MQ4 ’24Q1 ’25: $197MQ2 ’25: $242Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025624.4K$242M+1.71%
Q1 2025597.2K$197M+1.42%
Q4 2024507.8K$184M+1.34%
Q3 2024458.3K$181M+1.20%
Q2 2024388.2K$129M+0.97%
Q1 2024243.2K$89M+0.64%
Q4 2023246.4K$73M+0.59%
Q3 2023259.0K$71M+0.62%
Q2 2023240.8K$59M+0.49%
Q1 2023731.2K$167M+0.68%
Q4 2022473.4K$113M+0.89%
Q3 2022314.2K$52M+0.48%
Q2 202255.2K$10M+0.09%
Q1 202255.8K$12M+0.09%
Q4 202154.8K$11M+0.08%
Q3 202155.3K$11M+0.08%
Q2 202155.9K$12M+0.09%
Q1 202161.2K$14M+0.11%
Q4 202063.9K$12M+0.10%
Q3 2020524.1K$78M+0.77%
Q2 2020622.5K$79M+0.80%
Q1 2020609.7K$71M+0.85%
Q4 2019612.4K$92M+0.65%
Q3 2019577.5K$73M+0.54%
Q2 2019589.2K$80M+0.55%
Q1 2019534.7K$72M+0.50%
Q4 2018377.8K$48M+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brandywine Global Investment Management, LLC’s full portfolio or all institutional holders of CAT.