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STALEY CAPITAL ADVISERS INC

Position in CAT — Caterpillar Inc

CIK 1106565 PITTSBURGH, PA

Position in CAT

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$4,817,528
+$922,012 QoQ
Shares Held
6,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Mar 31, 2026

STALEY CAPITAL ADVISERS INC holds $10,334,796 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (46.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CAT
Caterpillar Inc
This page
6,800 $4,817,528

All Filings in CAT

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,817,528 6,800
2025-12-31 $3,895,516 6,800
2025-09-30 $3,244,620 6,800
2025-06-30 $2,639,828 6,800
2025-03-31 $2,242,640 6,800
2024-12-31 $2,466,768 6,800
2024-09-30 $2,659,616 6,800
2024-06-30 $2,265,080 6,800
2024-03-31 $2,496,854 6,814
2023-12-31 $2,014,695 6,814
2023-09-30 $1,860,222 6,814
2023-06-30 $1,673,140 6,800
2023-03-31 $1,556,112 6,800
2022-12-31 $1,629,008 6,800
2022-09-30 $1,115,744 6,800
2022-06-30 $1,215,568 6,800
2022-03-31 $1,515,176 6,800
2021-12-31 $1,405,832 6,800
2021-09-30 $1,305,396 6,800
2021-06-30 $1,479,884 6,800
2021-03-31 $1,576,716 6,800
2020-12-31 $1,237,736 6,800
2020-09-30 $1,014,220 6,800
2020-06-30 $1,113,200 8,800
2020-03-31 $1,253,232 10,800