DUMONT & BLAKE INVESTMENT ADVISORS LLC

Position in CAT — Caterpillar Inc

CIK 1287618 PRINCETON, NJ

Back to CAT Full portfolio

Position in CAT

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,869,971

+$94,989 QoQ

Shares Held

4,051

-16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Mar 31, 2026

DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $4,829,437 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	4,051	$2,869,971
2	OSK	Oshkosh Corp	11,095	$1,633,294
3	HY	Hyster-Yale, Inc.	10,033	$326,172

All Filings in CAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,869,971	4,051	-16.4%	Shares	Sole	2026-04-28
2025-12-31	$2,774,982	4,844	-1.4%	Shares	Sole	2026-01-29
2025-09-30	$2,344,715	4,914	-0.8%	Shares	Sole	2025-10-17
2025-06-30	$1,923,192	4,954	+0.5%	Shares	Sole	2025-07-29
2025-03-31	$1,625,584	4,929	+0.4%	Shares	Sole	2025-04-08
2024-12-31	$1,780,788	4,909	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$1,929,394	4,933	-50.0%	Shares	Sole	2024-10-23
2024-06-30	$3,286,364	9,866	+181.6%	Shares	Sole	2024-07-24
2024-03-31	$1,283,604	3,503	+0.1%	Shares	Sole	2024-04-17
2023-12-31	$1,034,549	3,499	-3.2%	Shares	Sole	2024-01-23
2023-09-30	$986,622	3,614	+0.1%	Shares	Sole	2023-10-30
2023-06-30	$887,994	3,609	+0.4%	Shares	Sole	2023-08-03
2023-03-31	$822,450	3,594	-0.8%	Shares	Sole	2023-04-14
2022-12-31	$868,165	3,624	-0.1%	Shares	Sole	2023-01-26
2022-09-30	$595,446	3,629	+0.6%	Shares	Sole	2022-10-24
2022-06-30	$644,966	3,608	+0.8%	Shares	Sole	2022-08-03
2022-03-31	$797,249	3,578	+0.7%	Shares	Sole	2022-04-27
2021-12-31	$734,753	3,554	+0.2%	Shares	Sole	2022-01-31
2021-09-30	$680,917	3,547	+1.1%	Shares	Sole	2021-11-02
2021-06-30	$763,228	3,507	-0.2%	Shares	Sole	2021-07-22
2021-03-31	$814,791	3,514	+2.3%	Shares	Sole	2021-05-03
2020-12-31	$625,056	3,434	-0.9%	Shares	Sole	2021-01-29
2020-09-30	$516,953	3,466	+2.1%	Shares	Sole	2020-10-30
2020-06-30	$429,594	3,396	+2.3%	Shares	Sole	2020-07-31
2020-03-31	$385,252	3,320	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.