EP Wealth Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1540569 TORRANCE, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$36,968,003

+$21,092,123 QoQ

Shares Held

34,715

+54.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#423

of 4,045 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $44,104,140 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	34,715	$36,968,003
2	DE	Deere & Co	8,855	$5,616,992
3	OSK	Oshkosh Corp	3,525	$541,017
4	AGCO	Agco Corp /De	4,376	$523,807
5	ALG	Alamo Group Inc	2,762	$454,321

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,968,003	34,715	+54.9%	Shares	Sole	2026-08-12
2026-03-31	$15,875,880	22,409	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$12,750,367	22,257	+15.9%	Shares	Sole	2026-02-18
2025-06-30	$7,456,737	19,208	+10.9%	Shares	Sole	2025-08-14
2025-03-31	$5,711,806	17,319	-1.7%	Shares	Sole	2025-05-15
2024-12-31	$6,389,291	17,613	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$7,052,675	18,032	+55.0%	Shares	Sole	2024-11-15
2024-06-30	$3,874,619	11,632	+11.1%	Shares	Sole	2024-08-19
2024-03-31	$3,835,056	10,466	+17.9%	Shares	Sole	2024-05-14
2023-12-31	$2,624,958	8,878	+4.8%	Shares	Sole	2024-02-28
2023-09-30	$2,313,402	8,474	+47.1%	Shares	Sole	2023-11-24
2023-06-30	$1,417,001	5,759	-24.1%	Shares	Sole	2023-08-14
2023-03-31	$347,042	7,586	+32.7%	Shares	Sole	2023-06-05
2022-12-31	$1,369,324	5,716	-1.5%	Shares	Sole	2023-06-12
2022-06-30	$1,037,165	5,802	+4.7%	Shares	Sole	2022-08-11
2022-03-31	$1,235,091	5,543	+2.6%	Shares	Sole	2022-05-20
2021-12-31	$1,117,016	5,403	+20.8%	Shares	Sole	2022-02-17
2021-09-30	$858,297	4,471	-0.5%	Shares	Sole	2021-11-23
2021-06-30	$977,593	4,492	+9.1%	Shares	Sole	2021-08-24
2021-03-31	$954,608	4,117	+11.4%	Shares	Sole	2021-05-17
2020-12-31	$672,745	3,696	+23.2%	Shares	Sole	2021-02-18
2020-09-30	$447,599	3,001	—	Shares	Sole	2020-11-17
2020-06-30	$365,000	0	-100.0%	Shares	Sole	2020-08-14
2020-03-31	$322,591	2,780	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.