Boit C F David

Position in CAT — Caterpillar Inc

CIK 1308331 BOSTON, MA

Position in CAT

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

Position Value

$15,121,580

+$3,431,990 QoQ

Shares Held

14,200

-13.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

6.49%

of 13F equity value

Holder Rank

#675

of 4,031 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Boit C F David holds $16,722,779 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	14,200	$15,121,580
2	PCAR	Paccar Inc	13,330	$1,601,199

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,121,580	14,200	-13.9%	Shares	Sole	2026-07-30
2026-03-31	$11,689,590	16,500	-12.2%	Shares	Sole	2026-04-09
2025-12-31	$10,769,956	18,800	-3.6%	Shares	Sole	2026-01-15
2025-09-30	$9,304,425	19,500	0.0%	Shares	Sole	2025-10-28
2025-06-30	$7,570,095	19,500	0.0%	Shares	Sole	2025-07-30
2025-03-31	$6,431,100	19,500	0.0%	Shares	Sole	2025-04-08
2024-12-31	$7,073,820	19,500	-8.9%	Shares	Sole	2025-01-24
2024-09-30	$8,369,968	21,400	0.0%	Shares	Sole	2024-10-07
2024-06-30	$7,128,340	21,400	0.0%	Shares	Sole	2024-07-10
2024-03-31	$7,841,602	21,400	-4.5%	Shares	Sole	2024-05-02
2023-12-31	$6,623,008	22,400	+9.8%	Shares	Sole	2024-01-24
2023-09-30	$5,569,200	20,400	0.0%	Shares	Sole	2023-10-23
2023-06-30	$5,019,420	20,400	0.0%	Shares	Sole	2023-07-11
2023-03-31	$4,668,336	20,400	0.0%	Shares	Sole	2023-05-02
2022-12-31	$4,887,024	20,400	0.0%	Shares	Sole	2023-02-14
2022-09-30	$3,347,232	20,400	0.0%	Shares	Sole	2022-11-15
2022-03-31	$4,545,528	20,400	-3.3%	Shares	Sole	2022-05-11
2021-12-31	$4,362,214	21,100	0.0%	Shares	Sole	2022-02-14
2021-09-30	$4,050,567	21,100	0.0%	Shares	Sole	2021-11-12
2021-06-30	$4,591,993	21,100	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.