Welch Group, LLC

Position in CAT — Caterpillar Inc

CIK 1443095 BIRMINGHAM, AL

Position in CAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$40,639,778

+$12,933,325 QoQ

Shares Held

38,163

-2.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#394

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

Welch Group, LLC holds $59,356,915 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	38,163	$40,639,778
2	DE	Deere & Co	28,119	$17,836,725
3	CNH	CNH Industrial N.V.	58,118	$652,665
4	PCAR	Paccar Inc	1,896	$227,747

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,639,778	38,163	-2.4%	Shares	Sole	2026-07-23
2026-03-31	$27,706,453	39,108	-3.7%	Shares	Sole	2026-04-21
2025-12-31	$23,273,989	40,627	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$19,418,573	40,697	+2.7%	Shares	Sole	2025-10-14
2025-06-30	$15,386,315	39,634	+4.4%	Shares	Sole	2025-07-25
2025-03-31	$12,522,506	37,970	+3.1%	Shares	Sole	2025-04-08
2024-12-31	$13,354,646	36,814	+1.9%	Shares	Sole	2025-01-27
2024-09-30	$14,123,734	36,111	+1.3%	Shares	Sole	2024-10-24
2024-06-30	$11,878,346	35,660	+2.0%	Shares	Sole	2024-07-17
2024-03-31	$12,806,362	34,949	+0.5%	Shares	Sole	2024-04-09
2023-12-31	$10,277,489	34,760	-0.0%	Shares	Sole	2024-01-23
2023-09-30	$9,489,753	34,761	+0.4%	Shares	Sole	2023-10-18
2023-06-30	$8,518,497	34,621	+3.8%	Shares	Sole	2023-07-18
2023-03-31	$7,632,042	33,351	-0.2%	Shares	Sole	2023-04-13
2022-12-31	$8,006,334	33,421	+1.2%	Shares	Sole	2023-01-30
2022-09-30	$5,420,546	33,036	+2.8%	Shares	Sole	2022-10-13
2022-06-30	$5,747,312	32,151	+2.4%	Shares	Sole	2022-07-21
2022-03-31	$6,999,221	31,412	+10.5%	Shares	Sole	2022-04-29
2021-12-31	$5,874,723	28,416	+8.7%	Shares	Sole	2022-01-26
2021-09-30	$5,016,560	26,132	+10.4%	Shares	Sole	2021-11-05
2021-06-30	$5,153,260	23,679	+5.6%	Shares	Sole	2021-07-21
2021-03-31	$5,199,221	22,423	+14.6%	Shares	Sole	2021-04-23
2020-12-31	$3,561,585	19,567	+8.6%	Shares	Sole	2021-01-25
2020-09-30	$2,687,235	18,017	+12.6%	Shares	Sole	2020-10-28
2020-06-30	$2,023,367	15,995	+3.4%	Shares	Sole	2020-07-22
2020-03-31	$1,795,022	15,469	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.