BAKER BOYER NATIONAL BANK

Bank

Position in CAT — Caterpillar Inc

CIK 1079398 WALLA WALLA, WA

Position in CAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,233,154

+$421,968 QoQ

Shares Held

1,158

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.87%

of 13F equity value

Holder Rank

#2,288

of 4,031 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BAKER BOYER NATIONAL BANK holds $3,199,323 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	2,220	$1,408,212
2	CAT	Caterpillar Inc This page	1,158	$1,233,154
3	PCAR	Paccar Inc	4,645	$557,957

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,233,154	1,158	+1.1%	Shares	Sole	2026-07-27
2026-03-31	$811,186	1,145	0.0%	Shares	Sole	2026-04-28
2025-12-31	$655,936	1,145	+4.9%	Shares	Sole	2026-02-03
2025-09-30	$521,047	1,092	+9.1%	Shares	Sole	2025-11-05
2025-06-30	$388,598	1,001	0.0%	Shares	Sole	2025-07-28
2025-03-31	$330,129	1,001	+5.9%	Shares	Sole	2025-04-29
2024-12-31	$342,808	945	0.0%	Shares	Sole	2025-01-23
2024-09-30	$369,608	945	0.0%	Shares	Sole	2024-10-18
2024-06-30	$314,779	945	-47.5%	Shares	Sole	2024-08-07
2024-03-31	$659,940	1,801	0.0%	Shares	Sole	2024-04-12
2023-12-31	$532,501	1,801	0.0%	Shares	Sole	2024-01-12
2023-09-30	$491,673	1,801	0.0%	Shares	Sole	2023-10-12
2023-06-30	$443,136	1,801	0.0%	Shares	Sole	2023-07-11
2023-03-31	$412,140	1,801	0.0%	Shares	Sole	2023-04-17
2022-12-31	$431,447	1,801	0.0%	Shares	Sole	2023-01-23
2022-09-30	$295,508	1,801	0.0%	Shares	Sole	2022-10-14
2022-06-30	$321,946	1,801	0.0%	Shares	Sole	2022-07-08
2022-03-31	$401,298	1,801	0.0%	Shares	Sole	2022-04-15
2021-12-31	$372,338	1,801	0.0%	Shares	Sole	2022-01-24
2021-06-30	$391,951	1,801	—	Shares	Sole	2022-07-07
No filing history on record for this holder in this stock.