Carnegie Investment Counsel

Position in CAT — Caterpillar Inc

CIK 1511506 PEPPER PIKE, OH

Position in CAT

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

Position Value

$4,859,138

+$2,052,928 QoQ

Shares Held

4,563

+15.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,258

of 4,046 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Carnegie Investment Counsel holds $18,984,273 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	21,702	$13,766,229
2	CAT	Caterpillar Inc This page	4,563	$4,859,138
3	PCAR	Paccar Inc	2,053	$246,606
4	CNH	CNH Industrial N.V.	10,000	$112,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,859,138	4,563	+15.2%	Shares	Sole	2026-07-30
2026-03-31	$2,806,210	3,961	-1.4%	Shares	Sole	2026-05-01
2025-12-31	$2,302,364	4,019	+4.5%	Shares	Sole	2026-01-23
2025-09-30	$1,835,596	3,847	+14.3%	Shares	Sole	2025-10-16
2025-06-30	$1,306,326	3,365	+38.4%	Shares	Sole	2025-07-31
2025-03-31	$801,743	2,431	-9.6%	Shares	Sole	2025-05-06
2024-12-31	$975,461	2,689	+0.4%	Shares	Sole	2025-01-15
2024-09-30	$1,047,028	2,677	+24.3%	Shares	Sole	2024-10-10
2024-06-30	$717,164	2,153	-25.5%	Shares	Sole	2024-07-22
2024-03-31	$1,058,982	2,890	-4.2%	Shares	Sole	2024-05-06
2023-12-31	$891,740	3,016	+1.8%	Shares	Sole	2024-01-30
2023-09-30	$809,172	2,964	-1.6%	Shares	Sole	2023-10-11
2023-06-30	$741,102	3,012	-10.0%	Shares	Sole	2023-08-04
2023-03-31	$765,698	3,346	-7.8%	Shares	Sole	2023-04-20
2022-12-31	$869,123	3,628	+2.9%	Shares	Sole	2023-01-24
2022-09-30	$578,710	3,527	+3.3%	Shares	Sole	2022-10-14
2022-06-30	$610,286	3,414	+1.0%	Shares	Sole	2022-08-02
2022-03-31	$753,354	3,381	+4.3%	Shares	Sole	2022-04-11
2021-12-31	$670,251	3,242	+34.7%	Shares	Sole	2022-01-21
2021-09-30	$462,071	2,407	+9.1%	Shares	Sole	2021-10-08
2021-06-30	$480,309	2,207	+24.9%	Shares	Sole	2021-07-16
2021-03-31	$409,714	1,767	+6.0%	Shares	Sole	2021-04-12
2020-12-31	$303,427	1,667	0.0%	Shares	Sole	2021-02-08
2020-09-30	$248,633	1,667	-15.0%	Shares	Sole	2020-10-13
2020-06-30	$248,066	1,961	-37.9%	Shares	Sole	2020-07-09
2020-03-31	$366,570	3,159	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.