EADS & HEALD WEALTH MANAGEMENT

Position in CAT — Caterpillar Inc

CIK 1035912 ATLANTA, GA

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,634,503

+$773,034 QoQ

Shares Held

3,413

-15.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#1,430

of 4,031 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $5,369,156 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,413	$3,634,503
2	DE	Deere & Co	1,453	$921,681
3	PCAR	Paccar Inc	6,768	$812,972

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,634,503	3,413	-15.5%	Shares	Sole	2026-07-31
2026-03-31	$2,861,469	4,039	-23.8%	Shares	Sole	2026-04-29
2025-12-31	$3,036,211	5,300	-7.9%	Shares	Sole	2026-01-29
2025-09-30	$2,746,475	5,756	-4.6%	Shares	Sole	2025-10-22
2025-06-30	$2,342,070	6,033	-2.8%	Shares	Sole	2025-07-22
2025-03-31	$2,047,398	6,208	-3.6%	Shares	Sole	2025-04-25
2024-12-31	$2,336,899	6,442	+5.0%	Shares	Sole	2025-01-17
2024-09-30	$2,398,738	6,133	+0.7%	Shares	Sole	2024-10-28
2024-06-30	$2,028,912	6,091	-1.8%	Shares	Sole	2024-07-23
2024-03-31	$2,273,331	6,204	-2.6%	Shares	Sole	2024-04-23
2023-12-31	$1,884,009	6,372	+1.2%	Shares	Sole	2024-01-30
2023-09-30	$1,718,808	6,296	+10.0%	Shares	Sole	2023-10-27
2023-06-30	$1,407,898	5,722	+38.1%	Shares	Sole	2023-07-25
2023-03-31	$948,084	4,143	+129.8%	Shares	Sole	2023-04-21
2022-12-31	$431,926	1,803	-3.0%	Shares	Sole	2023-01-27
2022-09-30	$305,024	1,859	-1.1%	Shares	Sole	2022-10-27
2022-06-30	$335,890	1,879	-1.8%	Shares	Sole	2022-07-26
2022-03-31	$426,477	1,914	-1.5%	Shares	Sole	2022-04-27
2021-12-31	$401,902	1,944	-4.0%	Shares	Sole	2022-01-31
2021-09-30	$388,547	2,024	-2.9%	Shares	Sole	2021-10-27
2021-06-30	$453,758	2,085	-4.3%	Shares	Sole	2021-07-30
2021-03-31	$505,012	2,178	+5.1%	Shares	Sole	2021-04-29
2020-12-31	$377,327	2,073	+16.1%	Shares	Sole	2021-02-02
2020-09-30	$266,232	1,785	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.