GREENLEAF TRUST

Position in CAT — Caterpillar Inc

CIK 1162170 KALAMAZOO, MI

Position in CAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$17,480,333

+$6,172,603 QoQ

Shares Held

16,415

+2.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#615

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Industrials · as of Jun 30, 2026

GREENLEAF TRUST holds $22,739,292 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	16,415	$17,480,333
2	DE	Deere & Co	5,579	$3,538,926
3	PCAR	Paccar Inc	10,596	$1,272,791
4	TEX	Terex Corp	4,274	$309,394
5	CNH	CNH Industrial N.V.	12,275	$137,848

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,480,333	16,415	+2.8%	Shares	Sole	2026-07-21
2026-03-31	$11,307,730	15,961	+4.4%	Shares	Sole	2026-04-27
2025-12-31	$8,756,890	15,286	+2.5%	Shares	Sole	2026-01-21
2025-09-30	$7,117,169	14,916	-4.6%	Shares	Sole	2025-10-22
2025-06-30	$6,069,274	15,634	-4.7%	Shares	Sole	2025-07-17
2025-03-31	$5,412,347	16,411	-7.5%	Shares	Sole	2025-04-30
2024-12-31	$6,435,725	17,741	+2.5%	Shares	Defined	2025-01-24
2024-09-30	$6,768,331	17,305	+1.6%	Shares	Defined	2024-10-22
2024-06-30	$5,675,690	17,039	-2.1%	Shares	Defined	2024-07-22
2024-03-31	$6,376,981	17,403	+9.0%	Shares	Defined	2024-04-29
2023-12-31	$4,722,441	15,972	-2.3%	Shares	Defined	2024-01-31
2023-09-30	$4,461,912	16,344	+1.9%	Shares	Defined	2023-11-09
2023-06-30	$3,947,134	16,042	+3.0%	Shares	Defined	2023-08-09
2023-03-31	$3,562,581	15,568	+4.7%	Shares	Defined	2023-05-11
2022-12-31	$3,562,017	14,869	+14.0%	Shares	Defined	2023-01-25
2022-09-30	$2,140,259	13,044	+0.4%	Shares	Defined	2022-11-10
2022-06-30	$2,323,522	12,998	-2.3%	Shares	Defined	2022-08-12
2022-03-31	$2,964,397	13,304	+4.1%	Shares	Defined	2022-04-27
2021-12-31	$2,643,377	12,786	+9.5%	Shares	Defined	2022-02-11
2021-09-30	$2,241,633	11,677	+1.1%	Shares	Defined	2021-11-12
2021-06-30	$2,514,061	11,552	+3.6%	Shares	Defined	2021-08-10
2021-03-31	$2,584,654	11,147	+10.2%	Shares	Defined	2021-04-30
2020-12-31	$1,841,314	10,116	+7.1%	Shares	Defined	2021-02-08
2020-09-30	$1,409,020	9,447	+10.8%	Shares	Defined	2020-10-30
2020-06-30	$1,078,286	8,524	+12.6%	Shares	Defined	2020-08-12
2020-03-31	$878,654	7,572	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.