NICOLET BANKSHARES INC

Position in CAT — Caterpillar Inc

CIK 1174850 GREEN BAY, WI

Position in CAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$11,787,357

+$9,283,916 QoQ

Shares Held

16,638

+280.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 66.63661497776175.ToString("F0")% Shared 0.ToString("F0")% None 33.36338502223825.ToString("F0")%

Industrials · as of Mar 31, 2026

NICOLET BANKSHARES INC holds $24,644,474 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	16,638	$11,787,357
2	OSK	Oshkosh Corp	42,735	$6,291,019
3	DE	Deere & Co	9,306	$5,242,068
4	PCAR	Paccar Inc	8,385	$968,467
5	MTW	Manitowoc Co Inc	19,083	$222,316
6	WNC	WABASH NATIONAL Corp	15,458	$133,247

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,787,357	16,638	+280.7%	Shares	Sole	2026-05-14
2025-12-31	$2,503,441	4,370	+1.2%	Shares	Sole	2026-02-09
2025-09-30	$2,061,288	4,320	+25.4%	Shares	Sole	2025-11-13
2025-06-30	$1,336,995	3,444	-1.5%	Shares	Sole	2025-08-13
2025-03-31	$1,153,640	3,498	+6.5%	Shares	Sole	2025-05-14
2024-12-31	$1,191,303	3,284	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,284,438	3,284	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,093,900	3,284	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,203,356	3,284	-0.2%	Shares	Sole	2024-05-09
2023-12-31	$973,049	3,291	0.0%	Shares	Sole	2024-02-13
2023-09-30	$898,443	3,291	0.0%	Shares	Sole	2023-11-09
2023-06-30	$809,750	3,291	0.0%	Shares	Sole	2023-08-09
2023-03-31	$753,112	3,291	+16.5%	Shares	Sole	2023-05-09
2022-12-31	$676,996	2,826	+0.9%	Shares	Sole	2023-02-09
2022-09-30	$459,424	2,800	-6.7%	Shares	Sole	2022-11-10
2022-06-30	$536,280	3,000	+3.8%	Shares	Sole	2022-08-08
2022-03-31	$643,949	2,890	-3.3%	Shares	Sole	2022-05-10
2021-12-31	$617,945	2,989	0.0%	Shares	Sole	2022-02-09
2021-09-30	$573,798	2,989	-15.0%	Shares	Sole	2021-11-16
2021-06-30	$765,622	3,518	0.0%	Shares	Sole	2021-08-11
2021-03-31	$815,718	3,518	+20.5%	Shares	Sole	2021-05-03
2020-12-31	$531,316	2,919	-4.9%	Shares	Sole	2021-02-02
2020-09-30	$457,741	3,069	+1.3%	Shares	Sole	2020-10-27
2020-06-30	$383,168	3,029	-13.1%	Shares	Defined	2020-07-22
2020-03-31	$404,283	3,484	—	Shares	Defined	2020-04-22
No filing history on record for this holder in this stock.