DONALDSON CAPITAL MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1487438 EVANSVILLE, IN

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,653,495

+$3,761,562 QoQ

Shares Held

6,248

+53.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,060

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

DONALDSON CAPITAL MANAGEMENT, LLC holds $13,926,985 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	6,248	$6,653,495
2	PCAR	Paccar Inc	46,130	$5,541,135
3	DE	Deere & Co	2,731	$1,732,355

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,653,495	6,248	+53.1%	Shares	Sole	2026-08-05
2026-03-31	$2,891,933	4,082	-1.3%	Shares	Sole	2026-04-30
2025-12-31	$2,369,390	4,136	0.0%	Shares	Sole	2026-01-14
2025-09-30	$1,973,492	4,136	-8.8%	Shares	Sole	2025-11-04
2025-06-30	$1,760,920	4,536	-2.3%	Shares	Sole	2025-08-07
2025-03-31	$1,530,601	4,641	-0.1%	Shares	Sole	2025-04-15
2024-12-31	$1,685,382	4,646	-0.5%	Shares	Sole	2025-02-07
2024-09-30	$1,826,139	4,669	-1.7%	Shares	Sole	2024-10-29
2024-06-30	$1,581,891	4,749	-54.1%	Shares	Sole	2024-07-31
2024-03-31	$3,788,886	10,340	-0.3%	Shares	Sole	2024-04-22
2023-12-31	$3,066,984	10,373	-2.0%	Shares	Sole	2024-01-30
2023-09-30	$2,890,797	10,589	-4.6%	Shares	Sole	2023-10-11
2023-06-30	$2,731,647	11,102	-1.2%	Shares	Sole	2023-07-17
2023-03-31	$2,572,619	11,242	-1.6%	Shares	Sole	2023-04-13
2022-12-31	$2,737,212	11,426	+0.5%	Shares	Sole	2023-02-08
2022-09-30	$1,865,589	11,370	+15.2%	Shares	Sole	2022-10-13
2022-06-30	$1,764,361	9,870	-1.2%	Shares	Sole	2022-08-11
2022-03-31	$2,224,857	9,985	+7.3%	Shares	Sole	2022-05-13
2021-12-31	$1,924,129	9,307	0.0%	Shares	Sole	2022-01-21
2021-09-30	$1,786,664	9,307	-7.7%	Shares	Sole	2021-11-04
2021-06-30	$2,195,016	10,086	-2.2%	Shares	Sole	2021-07-28
2021-03-31	$2,391,739	10,315	+3.4%	Shares	Sole	2021-05-05
2020-12-31	$1,815,649	9,975	-39.8%	Shares	Sole	2021-01-11
2020-09-30	$2,472,012	16,574	0.0%	Shares	Sole	2020-11-05
2020-06-30	$2,096,611	16,574	-0.6%	Shares	Sole	2020-07-27
2020-03-31	$1,934,850	16,674	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.