CHILTON CAPITAL MANAGEMENT LLC

Position in CAT — Caterpillar Inc

CIK 1056859 HOUSTON, TX

Position in CAT

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

Position Value

$14,010,889

+$4,618,127 QoQ

Shares Held

13,157

-0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#708

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

CHILTON CAPITAL MANAGEMENT LLC holds $19,194,967 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	13,157	$14,010,889
2	DE	Deere & Co	8,123	$5,152,662
3	OSK	Oshkosh Corp	200	$30,696
4	PCAR	Paccar Inc	6	$720

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,010,889	13,157	-0.8%	Shares	Sole	2026-08-04
2026-03-31	$9,392,762	13,258	-2.5%	Shares	Sole	2026-05-11
2025-12-31	$7,792,177	13,602	-2.1%	Shares	Sole	2026-02-12
2025-09-30	$6,627,136	13,889	+345.9%	Shares	Sole	2025-10-31
2025-06-30	$1,209,274	3,115	-0.9%	Shares	Sole	2025-08-01
2025-03-31	$1,036,561	3,143	-20.8%	Shares	Sole	2025-04-29
2024-12-31	$1,438,706	3,966	-14.6%	Shares	Sole	2025-02-07
2024-09-30	$1,816,361	4,644	-11.4%	Shares	Sole	2024-11-12
2024-06-30	$1,746,776	5,244	-2.5%	Shares	Sole	2024-08-01
2024-03-31	$1,971,393	5,380	-93.5%	Shares	Sole	2024-05-07
2023-12-31	$24,555,097	83,049	-2.4%	Shares	Sole	2024-01-18
2023-09-30	$23,230,116	85,092	-3.6%	Shares	Sole	2023-11-14
2023-06-30	$21,715,142	88,255	-1.6%	Shares	Sole	2023-08-14
2023-03-31	$20,530,151	89,714	-2.4%	Shares	Sole	2023-05-16
2022-12-31	$22,012,689	91,888	-1.9%	Shares	Sole	2023-02-14
2022-09-30	$15,365,927	93,649	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$17,097,500	95,645	-0.8%	Shares	Sole	2022-08-16
2022-03-31	$21,477,174	96,388	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$19,541,064	94,520	-2.7%	Shares	Sole	2022-02-14
2021-09-30	$18,640,862	97,103	+2.4%	Shares	Sole	2021-11-04
2021-06-30	$20,638,723	94,834	+1.9%	Shares	Sole	2021-08-16
2021-03-31	$21,577,590	93,059	-4.0%	Shares	Sole	2021-05-12
2020-12-31	$17,646,110	96,946	-2.6%	Shares	Sole	2021-02-16
2020-09-30	$14,840,723	99,502	+0.6%	Shares	Sole	2020-11-13
2020-06-30	$12,505,916	98,861	+20.0%	Shares	Sole	2020-08-11
2020-03-31	$9,563,436	82,415	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.