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Rodgers Brothers Inc.

Position in CAT — Caterpillar Inc

CIK 1397290 Harmony, PA

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$4,350,116
+$1,229,350 QoQ
Shares Held
4,085
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,330
of 4,055 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Rodgers Brothers Inc. holds $11,277,705 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (38.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CAT
Caterpillar Inc
This page
4,085 $4,350,116

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,350,116 4,085
2026-03-31 $3,120,766 4,405
2025-12-31 $2,529,793 4,416
2025-09-30 $2,469,728 5,176
2025-06-30 $2,009,374 5,176
2025-03-31 $1,212,344 3,676
2024-12-31 $1,320,446 3,640
2024-09-30 $1,423,676 3,640
2024-06-30 $1,212,484 3,640
2024-03-31 $1,359,455 3,710
2023-12-31 $1,096,935 3,710
2023-09-30 $1,012,830 3,710
2023-06-30 $896,852 3,645
2023-03-31 $776,911 3,395
2022-12-31 $826,482 3,450
2022-09-30 $2,106,787 12,840
2022-06-30 $614,934 3,440
2022-03-31 $766,500 3,440
2021-12-31 $721,522 3,490
2021-09-30 $584,548 3,045
2021-06-30 $662,683 3,045
2021-03-31 $653,873 2,820
2020-12-31 $513,296 2,820
2020-09-30 $420,603 2,820
2020-06-30 $1,473,345 11,647
2020-03-31 $1,713,330 14,765