Janney Montgomery Scott LLC

Position in CAT — Caterpillar Inc

CIK 1329948 PHILADELPHIA, PA

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$303,414,502

+$98,385,470 QoQ

Shares Held

284,923

-1.5% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Janney Montgomery Scott LLC holds $401,237,023 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	284,923	$303,414,502
2	DE	Deere & Co	129,573	$82,192,041
3	OSK	Oshkosh Corp	37,836	$5,807,069
4	PCAR	Paccar Inc	35,574	$4,273,148
5	CNH	CNH Industrial N.V.	225,798	$2,535,711
6	ASTE	Astec Industries Inc	20,995	$1,284,684
7	FSS	Federal Signal Corp /De/	2,642	$339,470
8	ALG	Alamo Group Inc	2,056	$338,191

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,414,502	284,923	-1.5%	Shares	Sole	2026-08-05
2026-03-31	$205,029,032	289,401	+17.4%	Shares	Sole	2026-04-22
2025-12-31	$141,241,671	246,551	+1.6%	Shares	Sole	2026-02-11
2025-09-30	$115,755,158	242,597	-1.1%	Shares	Sole	2025-10-27
2025-06-30	$95,257,416	245,376	-4.0%	Shares	Sole	2025-07-17
2025-03-31	$84,288,635	255,575	+0.8%	Shares	Sole	2025-04-17
2024-12-31	$91,973,082	253,537	-2.8%	Shares	Sole	2025-01-17
2024-09-30	$101,990,015	260,764	+1.4%	Shares	Sole	2024-10-29
2024-06-30	$85,659,996	257,160	-0.6%	Shares	Sole	2024-07-25
2024-03-31	$94,784,448	258,670	-8.6%	Shares	Sole	2024-05-01
2023-12-31	$83,676,678	283,007	+1.1%	Shares	Sole	2024-02-08
2023-09-30	$76,433,448	279,976	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$68,576,103	278,708	+1.1%	Shares	Sole	2023-07-26
2023-03-31	$63,074,025	275,625	-0.8%	Shares	Sole	2023-04-28
2022-12-31	$66,565,099	277,864	+3.6%	Shares	Sole	2023-02-01
2022-09-30	$44,015,608	268,257	+1.0%	Shares	Sole	2022-10-25
2022-06-30	$47,496,173	265,698	-1.7%	Shares	Sole	2022-08-03
2022-03-31	$60,219,110	270,259	-0.3%	Shares	Sole	2022-05-04
2021-12-31	$56,027,987	271,007	+7.4%	Shares	Sole	2022-01-27
2021-09-30	$48,432,110	252,290	+2.7%	Shares	Sole	2021-10-29
2021-06-30	$53,453,627	245,617	-1.5%	Shares	Sole	2021-07-26
2021-03-31	$57,808,669	249,315	+1.7%	Shares	Sole	2021-04-27
2020-12-31	$44,601,452	245,036	+11.0%	Shares	Sole	2021-01-25
2020-09-30	$32,939,777	220,850	+4.6%	Shares	Sole	2020-11-06
2020-06-30	$26,721,227	211,235	+1.8%	Shares	Sole	2020-07-23
2020-03-31	$24,083,985	207,549	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.