COLDSTREAM CAPITAL MANAGEMENT INC

Position in CAT — Caterpillar Inc

CIK 1082339 BELLEVUE, WA

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$27,604,337

+$8,106,102 QoQ

Shares Held

25,922

-5.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#478

of 4,045 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Industrials · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $44,965,192 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	25,922	$27,604,337
2	DE	Deere & Co	14,709	$9,330,359
3	PCAR	Paccar Inc	42,490	$5,103,898
4	OSK	Oshkosh Corp	14,337	$2,200,442
5	FSS	Federal Signal Corp /De/	3,016	$387,525
6	AGCO	Agco Corp /De	2,829	$338,631

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,604,337	25,922	-5.8%	Shares	Sole	2026-08-14
2026-03-31	$19,498,235	27,522	-11.4%	Shares	Sole	2026-05-08
2025-12-31	$17,787,611	31,050	+2.4%	Shares	Sole	2026-02-09
2025-09-30	$14,468,142	30,322	+9.9%	Shares	Sole	2025-11-19
2025-06-30	$10,714,596	27,600	+8.7%	Shares	Sole	2025-08-12
2025-03-31	$8,372,632	25,387	-2.3%	Shares	Sole	2025-05-13
2024-12-31	$9,423,416	25,977	+1.4%	Shares	Sole	2025-02-14
2024-09-30	$10,022,058	25,624	+2.3%	Shares	Sole	2024-11-18
2024-06-30	$8,340,824	25,040	+13.7%	Shares	Sole	2024-08-07
2024-03-31	$8,068,422	22,019	+89.8%	Shares	Sole	2024-05-14
2023-12-31	$3,430,954	11,604	-1.4%	Shares	Sole	2024-02-09
2023-09-30	$3,212,118	11,766	+3.6%	Shares	Sole	2023-11-02
2023-06-30	$2,795,620	11,362	-9.4%	Shares	Sole	2023-08-03
2023-03-31	$2,868,280	12,534	+3.1%	Shares	Sole	2023-05-15
2022-12-31	$2,913,528	12,162	-56.6%	Shares	Sole	2023-01-10
2022-06-30	$5,011,179	28,033	+10.8%	Shares	Sole	2022-08-08
2022-03-31	$5,638,460	25,305	-0.0%	Shares	Sole	2022-05-11
2021-12-31	$5,233,002	25,312	-8.2%	Shares	Sole	2022-02-11
2021-09-30	$5,293,764	27,576	+27.5%	Shares	Sole	2021-11-12
2021-06-30	$4,705,595	21,622	-0.7%	Shares	Sole	2021-08-16
2021-03-31	$5,048,041	21,771	-11.8%	Shares	Sole	2021-06-16
2020-12-31	$4,493,527	24,687	-6.3%	Shares	Sole	2021-02-16
2020-09-30	$3,928,909	26,342	-2.4%	Shares	Sole	2020-11-16
2020-06-30	$3,412,717	26,978	+7.8%	Shares	Sole	2020-08-12
2020-03-31	$2,902,856	25,016	—	Shares	Sole	2020-05-27
No filing history on record for this holder in this stock.