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MOTCO

Position in CAT — Caterpillar Inc

CIK 1306333 SAN ANTONIO, TX

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$304,561
+$148,700 QoQ
Shares Held
286
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,516
of 4,031 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, 2026

MOTCO holds $2,125,617 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (14.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CAT
Caterpillar Inc
This page
286 $304,561

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $304,561 286
2026-03-31 $155,861 220
2025-12-31 $126,031 220
2025-09-30 $104,973 220
2025-06-30 $85,406 220
2025-03-31 $123,345 374
2024-12-31 $138,574 382
2024-09-30 $159,185 407
2024-06-30 $127,244 382
2024-03-31 $139,976 382
2023-12-31 $112,945 382
2023-09-30 $104,286 382
2023-06-30 $93,991 382
2023-03-31 $27,460 120
2022-12-31 $28,747 120
2022-09-30 $57,592 351
2022-06-30 $55,058 308
2022-03-31 $68,628 308
2021-12-31 $11,784 57
2021-09-30 $10,942 57
2021-06-30 $12,404 57
2021-03-31 $31,070 134
2020-12-31 $69,895 384
2020-09-30 $57,273 384
2020-06-30 $48,576 384
2020-03-31 $44,559 384