Essex Financial Services, Inc.

Position in CAT — Caterpillar Inc

CIK 1315785 ESSEX, CT

Position in CAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$13,165,358

+$4,148,788 QoQ

Shares Held

12,363

-2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#734

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Essex Financial Services, Inc. holds $18,618,542 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	12,363	$13,165,358
2	DE	Deere & Co	7,960	$5,049,266
3	PCAR	Paccar Inc	2,332	$280,119
4	CNH	CNH Industrial N.V.	11,024	$123,799

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,165,358	12,363	-2.9%	Shares	Sole	2026-08-10
2026-03-31	$9,016,570	12,727	-0.5%	Shares	Sole	2026-04-24
2025-12-31	$7,327,007	12,790	+3.8%	Shares	Sole	2026-02-10
2025-09-30	$5,877,533	12,318	-6.8%	Shares	Sole	2025-11-07
2025-06-30	$5,131,359	13,218	+6.3%	Shares	Sole	2025-07-16
2025-03-31	$4,101,063	12,435	-5.9%	Shares	Sole	2025-04-25
2024-12-31	$4,792,785	13,212	+8.4%	Shares	Defined	2025-01-29
2024-09-30	$4,767,361	12,189	-22.5%	Shares	Defined	2024-10-24
2024-06-30	$5,241,328	15,735	+29.5%	Shares	Defined	2024-08-09
2024-03-31	$4,451,391	12,148	+6.2%	Shares	Sole	2024-04-24
2023-12-31	$3,382,760	11,441	+2.5%	Shares	Sole	2024-02-06
2023-09-30	$3,047,499	11,163	-0.9%	Shares	Sole	2023-11-15
2023-06-30	$2,772,983	11,270	-8.3%	Shares	Sole	2023-08-09
2023-03-31	$2,813,358	12,294	+3.7%	Shares	Sole	2023-05-11
2022-12-31	$2,838,786	11,850	+1.7%	Shares	Sole	2023-02-10
2022-09-30	$1,912,352	11,655	-12.2%	Shares	Sole	2022-11-07
2022-06-30	$2,372,860	13,274	-6.5%	Shares	Sole	2022-08-01
2022-03-31	$3,164,712	14,203	-13.4%	Shares	Sole	2022-04-21
2021-12-31	$3,391,776	16,406	+7.5%	Shares	Sole	2022-02-11
2021-09-30	$2,929,270	15,259	+90.4%	Shares	Sole	2021-11-10
2021-06-30	$1,744,304	8,015	0.0%	Shares	Sole	2021-07-30
2021-03-31	$1,858,438	8,015	-13.4%	Shares	Sole	2021-05-11
2020-12-31	$1,684,231	9,253	+9.7%	Shares	Sole	2021-02-05
2020-09-30	$1,258,080	8,435	+16.4%	Shares	Sole	2020-11-10
2020-06-30	$916,745	7,247	-5.4%	Shares	Sole	2020-08-06
2020-03-31	$888,982	7,661	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.