EVERGREEN CAPITAL MANAGEMENT LLC

Position in CAT — Caterpillar Inc

CIK 1260824 Bellevue, WA

Position in CAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,862,155

+$2,304,996 QoQ

Shares Held

7,383

-5.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#977

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 23% Shared 76% None 0%

Industrials · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $106,001,933 across 6 Farm & Heavy Construction Machinery names. CAT ranks #2 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	788,435	$94,706,812
2	CAT	Caterpillar Inc This page	7,383	$7,862,155
3	DE	Deere & Co	2,719	$1,724,743
4	ALG	Alamo Group Inc	3,921	$644,965
5	FSS	Federal Signal Corp /De/	4,429	$569,082
6	CNH	CNH Industrial N.V.	44,005	$494,176

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,862,155	7,383	-5.9%	Shares	Other	2026-07-23
2026-03-31	$5,557,159	7,844	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$4,460,937	7,787	+64.6%	Shares	Other	2026-01-27
2025-09-30	$2,257,396	4,731	+16.9%	Shares	Sole	2025-10-28
2025-06-30	$1,571,473	4,048	-11.4%	Shares	Other	2025-08-14
2025-03-31	$1,507,515	4,571	+2.3%	Shares	Sole	2025-05-15
2024-12-31	$1,620,810	4,468	+9.6%	Shares	Sole	2025-02-13
2024-09-30	$1,594,596	4,077	+3.9%	Shares	Other	2024-11-14
2024-06-30	$1,306,750	3,923	+17.6%	Shares	Other	2024-08-14
2024-03-31	$1,222,043	3,335	+4.4%	Shares	Sole	2024-05-15
2023-12-31	$944,369	3,194	+1.4%	Shares	Other	2024-02-14
2023-09-30	$859,677	3,149	+23.3%	Shares	Other	2023-11-14
2023-06-30	$628,411	2,554	+5.3%	Shares	Other	2023-08-14
2023-03-31	$555,165	2,426	-8.1%	Shares	Other	2023-05-15
2022-12-31	$632,437	2,640	+4.7%	Shares	Sole	2023-02-14
2022-09-30	$413,645	2,521	+12.0%	Shares	Sole	2022-11-14
2022-06-30	$402,209	2,250	-28.1%	Shares	Other	2022-08-15
2022-03-31	$697,649	3,131	+7.4%	Shares	Sole	2022-05-16
2021-12-31	$602,647	2,915	+30.7%	Shares	Sole	2022-03-11
2021-09-30	$428,093	2,230	+5.7%	Shares	Sole	2021-11-15
2021-06-30	$459,199	2,110	+13.1%	Shares	Sole	2021-08-16
2021-03-31	$432,669	1,866	-16.5%	Shares	Sole	2021-05-17
2020-12-31	$406,814	2,235	-32.8%	Shares	Sole	2021-02-16
2020-09-30	$495,923	3,325	+1.6%	Shares	Sole	2020-11-16
2020-06-30	$413,908	3,272	+10.5%	Shares	Sole	2020-08-14
2020-03-31	$343,478	2,960	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.