Diversified Trust Co

Bank

Position in CAT — Caterpillar Inc

CIK 1479844 MEMPHIS, TN

Position in CAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$15,680,652

+$7,364,041 QoQ

Shares Held

14,725

+25.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#663

of 4,030 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Industrials · as of Jun 30, 2026

Diversified Trust Co holds $20,108,738 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	14,725	$15,680,652
2	DE	Deere & Co	2,853	$1,809,743
3	FSS	Federal Signal Corp /De/	11,201	$1,439,216
4	ASTE	Astec Industries Inc	10,410	$636,987
5	AGCO	Agco Corp /De	2,290	$274,113
6	LNN	Lindsay Corp	2,165	$268,027

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,680,652	14,725	+25.4%	Shares	Sole	2026-07-17
2026-03-31	$8,316,611	11,739	+14.7%	Shares	Sole	2026-04-16
2025-12-31	$5,862,750	10,234	+30.7%	Shares	Sole	2026-01-09
2025-09-30	$3,736,083	7,830	+1.8%	Shares	Sole	2025-10-20
2025-06-30	$2,986,887	7,694	-27.0%	Shares	Sole	2025-07-11
2025-03-31	$3,476,751	10,542	+38.2%	Shares	Sole	2025-04-24
2024-12-31	$2,766,770	7,627	+1.9%	Shares	Sole	2025-01-07
2024-09-30	$2,927,923	7,486	+16.5%	Shares	Sole	2024-10-07
2024-06-30	$2,140,833	6,427	-6.4%	Shares	Sole	2024-07-16
2024-03-31	$2,514,808	6,863	-10.6%	Shares	Sole	2024-04-18
2023-12-31	$2,271,040	7,681	-18.4%	Shares	Sole	2024-01-08
2023-09-30	$2,570,295	9,415	-0.2%	Shares	Sole	2023-11-17
2023-06-30	$2,321,727	9,436	-0.3%	Shares	Sole	2023-07-18
2023-03-31	$2,165,512	9,463	+16.3%	Shares	Sole	2023-04-07
2022-12-31	$1,950,018	8,140	+36.6%	Shares	Sole	2023-01-17
2022-09-30	$977,424	5,957	-33.2%	Shares	Sole	2022-10-14
2022-06-30	$1,594,360	8,919	+12.5%	Shares	Sole	2022-07-12
2022-03-31	$1,765,848	7,925	-20.4%	Shares	Sole	2022-04-07
2021-12-31	$2,059,130	9,960	+12.9%	Shares	Sole	2022-01-13
2021-09-30	$1,693,751	8,823	+13.4%	Shares	Sole	2022-01-13
2021-06-30	$1,693,596	7,782	-3.9%	Shares	Sole	2021-07-20
2021-03-31	$1,878,378	8,101	+15.8%	Shares	Sole	2021-05-10
2020-12-31	$1,273,229	6,995	+2.7%	Shares	Sole	2021-01-08
2020-09-30	$1,015,413	6,808	+158.2%	Shares	Sole	2020-10-15
2020-06-30	$333,580	2,637	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.