Crestwood Advisors Group, LLC

Position in CAT — Caterpillar Inc

CIK 1426853 BOSTON, MA

Position in CAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$24,863,285

+$7,768,146 QoQ

Shares Held

23,348

-3.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#502

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

Crestwood Advisors Group, LLC holds $28,162,294 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (88.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	23,348	$24,863,285
2	DE	Deere & Co	4,171	$2,645,790
3	AGCO	Agco Corp /De	3,415	$408,775
4	PCAR	Paccar Inc	2,035	$244,444

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,863,285	23,348	-3.2%	Shares	Sole	2026-08-03
2026-03-31	$17,095,139	24,130	+4.4%	Shares	Sole	2026-05-05
2025-12-31	$13,246,473	23,123	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$11,019,302	23,094	+2.3%	Shares	Sole	2025-11-07
2025-06-30	$8,760,735	22,567	-0.5%	Shares	Sole	2025-08-05
2025-03-31	$7,482,832	22,689	+3.4%	Shares	Sole	2025-05-05
2024-12-31	$7,961,130	21,946	+1.0%	Shares	Sole	2025-02-04
2024-09-30	$8,498,255	21,728	+1.0%	Shares	Sole	2024-10-30
2024-06-30	$7,163,648	21,506	+0.5%	Shares	Sole	2024-08-01
2024-03-31	$7,843,067	21,404	+9.0%	Shares	Sole	2024-05-08
2023-12-31	$5,805,184	19,634	+7.5%	Shares	Sole	2024-02-13
2023-09-30	$4,986,891	18,267	+4.1%	Shares	Sole	2023-11-15
2023-06-30	$4,317,685	17,548	+0.1%	Shares	Sole	2023-08-15
2023-03-31	$4,012,938	17,536	-9.5%	Shares	Sole	2023-05-12
2022-12-31	$4,641,714	19,376	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$3,182,823	19,398	-0.1%	Shares	Sole	2022-10-26
2022-06-30	$3,469,552	19,409	+0.2%	Shares	Sole	2022-07-07
2022-03-31	$4,317,137	19,375	-1.8%	Shares	Sole	2022-04-12
2021-12-31	$4,079,393	19,732	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$3,783,536	19,709	0.0%	Shares	Sole	2021-11-03
2021-06-30	$4,289,269	19,709	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$4,574,563	19,729	+0.5%	Shares	Sole	2021-04-21
2020-12-31	$3,574,690	19,639	+516.0%	Shares	Sole	2021-02-09
2020-09-30	$475,490	3,188	-7.3%	Shares	Sole	2020-10-06
2020-06-30	$434,907	3,438	-1.2%	Shares	Sole	2020-08-14
2020-03-31	$403,703	3,479	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.