BROWN ADVISORY INC

Position in CAT — Caterpillar Inc

CIK 1345929 BALTIMORE, MD

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$103,089,773

+$41,047,099 QoQ

Shares Held

96,807

+10.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#228

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

BROWN ADVISORY INC holds $142,083,206 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	96,807	$103,089,773
2	DE	Deere & Co	51,750	$32,826,576
3	PCAR	Paccar Inc	43,999	$5,285,159
4	FSS	Federal Signal Corp /De/	6,862	$881,698

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,089,773	96,807	+10.5%	Shares	Defined	2026-08-14
2026-03-31	$62,042,674	87,574	+7.5%	Shares	Defined	2026-05-15
2025-12-31	$46,676,873	81,479	-6.0%	Shares	Defined	2026-02-13
2025-09-30	$41,355,064	86,671	+2.6%	Shares	Defined	2025-11-14
2025-06-30	$32,793,261	84,473	-2.0%	Shares	Defined	2025-08-13
2025-03-31	$28,430,737	86,206	-2.1%	Shares	Defined	2025-04-30
2024-12-31	$31,939,928	88,047	+2.2%	Shares	Defined	2025-02-14
2024-09-30	$33,697,333	86,156	-3.1%	Shares	Defined	2024-11-13
2024-06-30	$29,601,596	88,867	+1.3%	Shares	Defined	2024-08-14
2024-03-31	$32,138,841	87,708	+2.7%	Shares	Defined	2024-04-24
2023-12-31	$25,239,276	85,363	+17.1%	Shares	Defined	2024-02-08
2023-09-30	$19,894,329	72,873	+6.0%	Shares	Defined	2023-10-25
2023-06-30	$16,908,309	68,719	+0.4%	Shares	Defined	2023-07-31
2023-03-31	$15,669,588	68,474	-0.4%	Shares	Defined	2023-05-08
2022-12-31	$16,469,509	68,749	+1.2%	Shares	Defined	2023-02-13
2022-09-30	$11,150,383	67,957	+3.2%	Shares	Defined	2022-11-14
2022-06-30	$11,770,629	65,846	+2.4%	Shares	Defined	2022-11-14
2022-03-31	$14,328,662	64,306	-12.7%	Shares	Defined	2022-11-14
2021-12-31	$15,222,471	73,631	+20.8%	Shares	Defined	2022-01-27
2021-09-30	$11,702,874	60,962	+1.3%	Shares	Defined	2021-11-12
2021-06-30	$13,092,836	60,161	+2.1%	Shares	Defined	2021-07-29
2021-03-31	$13,657,604	58,902	+0.8%	Shares	Sole	2021-05-14
2020-12-31	$10,632,332	58,413	+0.9%	Shares	Defined	2021-02-12
2020-09-30	$8,631,159	57,869	-3.3%	Shares	Defined	2020-11-16
2020-06-30	$7,567,482	59,822	+0.5%	Shares	Defined	2020-08-14
2020-03-31	$6,907,512	59,527	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.