RiverFront Investment Group, LLC

Position in CAT — Caterpillar Inc

CIK 1469751 RICHMOND, VA

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$21,006,217

+$13,061,547 QoQ

Shares Held

19,726

+75.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#548

of 4,031 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

RiverFront Investment Group, LLC holds $25,042,929 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	19,726	$21,006,217
2	DE	Deere & Co	4,924	$3,123,440
3	PCAR	Paccar Inc	7,603	$913,272

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,006,217	19,726	+75.9%	Shares	Sole	2026-07-29
2026-03-31	$7,944,670	11,214	+25.8%	Shares	Sole	2026-05-11
2025-12-31	$5,107,136	8,915	+21.1%	Shares	Sole	2026-02-05
2025-09-30	$3,513,255	7,363	+51.8%	Shares	Sole	2025-11-13
2025-06-30	$1,882,818	4,850	+12.2%	Shares	Sole	2025-08-12
2025-03-31	$1,426,055	4,324	+47.6%	Shares	Sole	2025-05-14
2024-12-31	$1,062,524	2,929	-9.6%	Shares	Sole	2025-02-12
2024-09-30	$1,267,619	3,241	+42.1%	Shares	Sole	2024-11-08
2024-06-30	$759,801	2,281	-1.3%	Shares	Sole	2024-08-28
2024-03-31	$846,819	2,311	-96.2%	Shares	Sole	2024-08-28
2023-12-31	$17,868,225	60,433	+5.5%	Shares	Sole	2024-08-28
2023-09-30	$15,643,992	57,304	+4.8%	Shares	Sole	2024-08-28
2023-06-30	$13,454,752	54,683	+4.1%	Shares	Sole	2024-08-28
2023-03-31	$12,019,363	52,523	+4.7%	Shares	Sole	2023-05-15
2022-12-31	$1,820,082	50,161	-12.6%	Shares	Sole	2023-02-24
2022-09-30	$9,418,520	57,402	-9.8%	Shares	Sole	2022-11-10
2022-06-30	$11,370,029	63,605	+25.5%	Shares	Defined	2022-08-12
2022-03-31	$11,295,859	50,695	+93.8%	Shares	Defined	2022-05-05
2021-12-31	$5,409,352	26,165	+4.1%	Shares	Defined	2022-02-10
2021-09-30	$4,824,398	25,131	-53.2%	Shares	Sole	2021-11-02
2021-06-30	$11,698,265	53,753	+1.4%	Shares	Sole	2021-08-09
2021-03-31	$12,291,196	53,009	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.