Hartford Financial Management Inc.

Position in CAT — Caterpillar Inc

CIK 1352526 WEST HARTFORD, CT

Position in CAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$9,000,534

+$2,666,902 QoQ

Shares Held

8,452

-5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.63%

of 13F equity value

Holder Rank

#916

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Hartford Financial Management Inc. holds $9,709,092 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	8,452	$9,000,534
2	DE	Deere & Co	950	$602,613
3	PCAR	Paccar Inc	882	$105,945

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,000,534	8,452	-5.5%	Shares	Sole	2026-07-24
2026-03-31	$6,333,632	8,940	-5.8%	Shares	Sole	2026-04-16
2025-12-31	$5,438,254	9,493	+1.4%	Shares	Sole	2026-01-21
2025-09-30	$4,467,555	9,363	-2.8%	Shares	Sole	2025-10-28
2025-06-30	$3,738,462	9,630	-56.1%	Shares	Sole	2025-07-31
2025-03-31	$7,232,843	21,931	-1.6%	Shares	Sole	2025-04-21
2024-12-31	$8,084,832	22,287	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$8,760,696	22,399	+0.5%	Shares	Sole	2024-10-28
2024-06-30	$7,420,801	22,278	-2.8%	Shares	Sole	2024-08-09
2024-03-31	$8,399,674	22,923	-1.6%	Shares	Sole	2024-04-24
2023-12-31	$6,886,745	23,292	-0.8%	Shares	Sole	2024-01-29
2023-09-30	$6,411,405	23,485	-0.1%	Shares	Sole	2023-10-24
2023-06-30	$5,785,619	23,514	+3.1%	Shares	Sole	2023-07-27
2023-03-31	$5,221,671	22,818	-1.3%	Shares	Sole	2023-04-25
2022-12-31	$5,539,585	23,124	-4.0%	Shares	Sole	2023-02-01
2022-09-30	$3,950,718	24,078	-0.7%	Shares	Sole	2022-10-25
2022-06-30	$4,332,963	24,239	-0.8%	Shares	Sole	2022-07-21
2022-03-31	$5,444,383	24,434	-0.0%	Shares	Sole	2022-05-05
2021-12-31	$5,053,966	24,446	-0.4%	Shares	Sole	2022-01-27
2021-09-30	$4,712,095	24,546	-0.9%	Shares	Sole	2021-10-29
2021-06-30	$5,387,865	24,757	-1.7%	Shares	Sole	2021-07-27
2021-03-31	$5,840,341	25,188	-1.7%	Shares	Sole	2021-04-14
2020-12-31	$4,665,900	25,634	-0.8%	Shares	Sole	2021-02-03
2020-09-30	$3,855,527	25,850	+0.6%	Shares	Sole	2020-10-16
2020-06-30	$3,250,670	25,697	+1.7%	Shares	Sole	2020-07-23
2020-03-31	$2,933,375	25,279	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.