Savant Capital, LLC

Position in CAT — Caterpillar Inc

CIK 1482880 ROCKFORD, IL

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$53,011,786

+$18,322,751 QoQ

Shares Held

49,781

+1.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#329

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 4% None 13%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Dec 31, 2024

CallValue

CallShares

PutValue

$1,197,108

PutShares

3,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Savant Capital, LLC holds $70,679,630 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	49,781	$53,011,786
2	DE	Deere & Co	18,975	$12,036,411
3	PCAR	Paccar Inc	33,983	$4,082,037
4	OSK	Oshkosh Corp	7,980	$1,224,770
5	AGCO	Agco Corp /De	2,712	$324,626

All Filings in CAT

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,011,786	49,781	+1.7%	Shares	Sole	2026-08-10
2026-03-31	$34,689,035	48,964	+7.7%	Shares	Sole	2026-05-04
2025-12-31	$26,048,398	45,470	-1.3%	Shares	Sole	2026-02-10
2025-09-30	$21,992,797	46,092	-3.4%	Shares	Sole	2026-03-04
2025-06-30	$18,521,887	47,711	+6.3%	Shares	Sole	2026-03-04
2025-03-31	$14,796,147	44,864	-26.5%	Shares	Sole	2026-03-04
2024-12-31	$1,197,108	3,300	0.0%	Put	Sole	2025-01-29
2024-12-31	$22,157,743	61,081	+11.7%	Shares	Sole	2025-01-29
2024-09-30	$21,388,397	54,685	+12.2%	Shares	Sole	2024-11-04
2024-09-30	$1,290,696	3,300	-99.1%	Put	Sole	2024-11-04
2024-06-30	$16,235,627	48,741	+3.7%	Shares	Sole	2024-08-05
2024-06-30	$1,165,850	350,000	—	Put	Sole	2024-08-05
2024-03-31	$17,229,905	47,021	+9.6%	Shares	Sole	2024-05-06
2023-12-31	$12,679,807	42,885	+0.6%	Shares	Sole	2024-02-05
2023-09-30	$11,642,631	42,647	+63.6%	Shares	Sole	2023-11-07
2023-06-30	$6,415,261	26,073	+3.2%	Shares	Sole	2023-08-04
2023-03-31	$5,780,269	25,259	+0.4%	Shares	Sole	2023-05-03
2022-12-31	$6,027,808	25,162	+94.9%	Shares	Sole	2023-02-13
2022-09-30	$2,118,436	12,911	-0.8%	Shares	Sole	2022-10-31
2022-06-30	$2,327,633	13,021	+3.1%	Shares	Sole	2022-07-22
2022-03-31	$2,813,548	12,627	+3.6%	Shares	Sole	2022-05-05
2021-12-31	$2,520,574	12,192	-8.7%	Shares	Sole	2022-02-08
2021-09-30	$2,562,799	13,350	+29.0%	Shares	Sole	2021-11-12
2021-06-30	$2,252,035	10,348	-15.1%	Shares	Sole	2021-08-04
2021-03-31	$2,825,335	12,185	-9.5%	Shares	Sole	2021-05-04
2020-12-31	$2,450,535	13,463	+2.4%	Shares	Sole	2021-02-03
2020-09-30	$1,960,875	13,147	+1.5%	Shares	Sole	2020-11-04
2020-06-30	$1,638,807	12,955	-1.2%	Shares	Sole	2020-08-11
2020-03-31	$1,520,820	13,106	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.