Ballentine Partners, LLC

Position in CAT — Caterpillar Inc

CIK 1374889 Waltham, MA

Position in CAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$10,047,331

+$3,485,576 QoQ

Shares Held

9,435

+1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#863

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Ballentine Partners, LLC holds $14,829,207 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	9,435	$10,047,331
2	DE	Deere & Co	5,234	$3,320,081
3	PCAR	Paccar Inc	6,982	$838,675
4	TEX	Terex Corp	3,554	$257,273
5	FSS	Federal Signal Corp /De/	1,822	$234,108
6	CNH	CNH Industrial N.V.	11,731	$131,739

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,047,331	9,435	+1.9%	Shares	Other	2026-07-17
2026-03-31	$6,561,755	9,262	+19.6%	Shares	Other	2026-05-14
2025-12-31	$4,435,158	7,742	+1.2%	Shares	Sole	2026-02-03
2025-09-30	$3,650,673	7,651	+1.7%	Shares	Other	2025-11-03
2025-06-30	$2,921,279	7,525	-9.2%	Shares	Other	2025-07-15
2025-03-31	$2,734,370	8,291	-2.3%	Shares	Other	2025-05-01
2024-12-31	$3,078,380	8,486	+1.5%	Shares	Other	2025-01-16
2024-09-30	$3,270,153	8,361	+16.2%	Shares	Other	2024-10-23
2024-06-30	$2,396,986	7,196	+1.6%	Shares	Sole	2024-08-06
2024-03-31	$2,595,422	7,083	+21.8%	Shares	Other	2024-04-11
2023-12-31	$1,718,728	5,813	+0.5%	Shares	Other	2024-01-23
2023-09-30	$1,579,578	5,786	+2.9%	Shares	Sole	2023-10-19
2023-06-30	$1,383,045	5,621	+3.8%	Shares	Sole	2023-07-26
2023-03-31	$1,238,938	5,414	+7.2%	Shares	Other	2023-04-27
2022-12-31	$1,210,255	5,052	-2.5%	Shares	Sole	2023-01-27
2022-09-30	$850,426	5,183	+15.8%	Shares	Other	2022-10-26
2022-06-30	$800,128	4,476	-3.2%	Shares	Other	2022-08-09
2022-03-31	$1,030,542	4,625	+15.2%	Shares	Sole	2022-05-05
2021-12-31	$829,853	4,014	+10.4%	Shares	Other	2022-02-14
2021-09-30	$697,809	3,635	-1.3%	Shares	Other	2021-10-27
2021-06-30	$801,530	3,683	+54.0%	Shares	Other	2021-08-12
2021-03-31	$554,632	2,392	-11.8%	Shares	Other	2021-05-11
2020-12-31	$493,456	2,711	-3.8%	Shares	Sole	2021-01-25
2020-09-30	$420,154	2,817	+1.5%	Shares	Other	2020-10-22
2020-06-30	$351,036	2,775	-7.5%	Shares	Other	2020-07-31
2020-03-31	$348,235	3,001	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.