PARK AVENUE SECURITIES LLC

Broker-Dealer

Position in CAT — Caterpillar Inc

CIK 1071640 NEW YORK, NY

Position in CAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$34,759,400

+$13,417,751 QoQ

Shares Held

32,641

+8.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#435

of 4,045 holders

Holding Since

Jun 2020

25 quarters on record

Industrials · as of Jun 30, 2026

PARK AVENUE SECURITIES LLC holds $41,249,042 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	32,641	$34,759,400
2	DE	Deere & Co	4,121	$2,614,073
3	PCAR	Paccar Inc	18,036	$2,166,484
4	FSS	Federal Signal Corp /De/	9,406	$1,208,576
5	BLBD	Blue Bird Corp	3,600	$284,256
6	OSK	Oshkosh Corp	1,409	$216,253

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,759,400	32,641	+8.4%	Shares	Sole	2026-07-20
2026-03-31	$21,341,649	30,124	+16.8%	Shares	Sole	2026-04-07
2025-12-31	$14,773,171	25,788	+18.1%	Shares	Sole	2026-01-05
2025-09-30	$10,421,910	21,842	+8.2%	Shares	Sole	2025-10-23
2025-06-30	$7,836,407	20,186	-17.6%	Shares	Sole	2025-07-14
2025-03-31	$8,076,802	24,490	+8.7%	Shares	Sole	2025-04-14
2024-12-31	$8,171,531	22,526	+8.5%	Shares	Sole	2025-01-14
2024-09-30	$8,120,433	20,762	+5.0%	Shares	Sole	2024-10-03
2024-06-30	$6,584,387	19,767	+36.0%	Shares	Sole	2024-07-09
2024-03-31	$5,326,060	14,535	-4.0%	Shares	Sole	2024-04-10
2023-12-31	$4,476,443	15,140	+5.3%	Shares	Sole	2024-01-10
2023-09-30	$3,926,559	14,383	-5.8%	Shares	Sole	2023-10-26
2023-06-30	$3,756,691	15,268	+5.8%	Shares	Sole	2023-07-14
2023-03-31	$3,303,076	14,434	-2.4%	Shares	Sole	2023-04-18
2022-12-31	$3,543,571	14,792	+20.6%	Shares	Sole	2023-01-24
2022-09-30	$2,012,769	12,267	-1.7%	Shares	Sole	2022-11-01
2022-06-30	$2,229,852	12,474	+16.1%	Shares	Sole	2022-07-27
2022-03-31	$2,394,646	10,747	+70.8%	Shares	Sole	2022-04-29
2021-12-31	$1,301,014	6,293	+14.0%	Shares	Sole	2022-04-08
2021-09-30	$1,059,866	5,521	+7.6%	Shares	Sole	2021-10-21
2021-06-30	$1,117,094	5,133	+0.8%	Shares	Sole	2021-08-05
2021-03-31	$1,180,682	5,092	+9.1%	Shares	Sole	2021-04-28
2020-12-31	$849,305	4,666	+16.5%	Shares	Sole	2021-01-20
2020-09-30	$597,196	4,004	+27.9%	Shares	Sole	2020-11-03
2020-06-30	$395,945	3,130	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.