Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,770,634
+$2,330,716 QoQ
Shares Held
6,358
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,054
of 4,045 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026PRIVATE TRUST CO NA holds $8,897,144 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
6,358 | $6,770,634 | |
| 2 | DE |
Deere & Co
|
2,992 | $1,897,915 | |
| 3 | PCAR |
Paccar Inc
|
974 | $116,996 | |
| 4 | TEX |
Terex Corp
|
753 | $54,509 | |
| 5 | OSK |
Oshkosh Corp
|
110 | $16,882 | |
| 6 | ALG |
Alamo Group Inc
|
100 | $16,449 | |
| 7 | AGCO |
Agco Corp /De
|
103 | $12,329 | |
| 8 | FSS |
Federal Signal Corp /De/
|
88 | $11,307 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,770,634 | 6,358 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $4,439,918 | 6,267 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $3,709,333 | 6,475 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,919,680 | 6,119 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,352,164 | 6,059 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,559,907 | 7,762 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,066,410 | 8,453 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $3,141,084 | 8,031 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,649,810 | 7,955 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $3,918,968 | 10,695 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $3,153,320 | 10,665 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $2,956,317 | 10,829 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $2,567,039 | 10,433 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $2,263,227 | 9,890 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $2,333,314 | 9,740 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $1,597,154 | 9,734 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $1,567,903 | 8,771 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $2,617,689 | 11,748 | Shares | Other | 2022-04-12 | |
| 2021-12-31 | $2,477,365 | 11,983 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $2,304,407 | 12,004 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $2,575,651 | 11,835 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $1,960,692 | 8,456 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $1,542,255 | 8,473 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $1,241,822 | 8,326 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $656,155 | 5,187 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $579,619 | 4,995 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||