Asset Dedication, LLC

Position in CAT — Caterpillar Inc

CIK 1475896 SAN FRANCISCO, CA

Position in CAT

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

Position Value

$11,760,755

+$3,647,472 QoQ

Shares Held

11,044

-3.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.51%

of 13F equity value

Holder Rank

#777

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Asset Dedication, LLC holds $12,987,142 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	11,044	$11,760,755
2	DE	Deere & Co	1,897	$1,203,324
3	PCAR	Paccar Inc	192	$23,063

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,760,755	11,044	-3.6%	Shares	Sole	2026-07-30
2026-03-31	$8,113,283	11,452	-18.1%	Shares	Sole	2026-05-29
2025-12-31	$8,010,441	13,983	+3.2%	Shares	Sole	2026-01-26
2025-09-30	$6,462,519	13,544	-1.9%	Shares	Sole	2025-11-20
2025-06-30	$5,360,403	13,808	+0.4%	Shares	Sole	2025-08-19
2025-03-31	$4,535,079	13,751	-2.4%	Shares	Sole	2025-05-01
2024-12-31	$5,111,651	14,091	-18.2%	Shares	Sole	2025-01-23
2024-09-30	$6,736,259	17,223	-11.7%	Shares	Sole	2024-10-15
2024-06-30	$6,494,450	19,497	-0.3%	Shares	Sole	2024-08-06
2024-03-31	$7,162,973	19,548	-0.8%	Shares	Sole	2024-04-16
2023-12-31	$5,824,994	19,701	-0.3%	Shares	Sole	2024-02-08
2023-09-30	$5,393,115	19,755	-3.6%	Shares	Sole	2023-11-13
2023-06-30	$5,043,286	20,497	+6.6%	Shares	Sole	2023-08-22
2023-03-31	$4,398,304	19,220	-2.6%	Shares	Sole	2023-04-24
2022-12-31	$4,725,800	19,727	+4.4%	Shares	Sole	2023-01-19
2022-09-30	$3,100,127	18,894	-0.7%	Shares	Sole	2022-10-27
2022-03-31	$4,241,378	19,035	-2.7%	Shares	Sole	2022-04-21
2021-12-31	$4,044,041	19,561	+14.3%	Shares	Sole	2022-01-21
2021-09-30	$3,285,950	17,117	+5.2%	Shares	Sole	2021-10-18
2021-06-30	$3,541,710	16,274	+35.2%	Shares	Sole	2021-07-21
2021-03-31	$2,790,555	12,035	-25.3%	Shares	Sole	2021-05-03
2020-12-31	$2,932,342	16,110	+11.3%	Shares	Sole	2021-01-28
2020-09-30	$2,157,902	14,468	+15.3%	Shares	Sole	2020-10-20
2020-06-30	$1,586,942	12,545	+11.4%	Shares	Sole	2020-08-24
2020-03-31	$1,306,842	11,262	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.