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Equibles

Modera Wealth Management, LLC

Position in CAT — Caterpillar Inc

CIK 1542143 WESTWOOD, NJ
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$7,931,375
+$2,999,077 QoQ
Shares Held
7,448
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#973
of 4,051 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Modera Wealth Management, LLC holds $11,821,568 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		7,448 $7,931,375
2 DE
Deere & Co
 6,047 $3,835,793
3 BNC
CEA Industries Inc.
 20,000 $54,400

All Filings in CAT

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,931,375 7,448
2026-03-31 $4,932,298 6,962
2025-12-31 $4,053,628 7,076
2025-09-30 $3,297,583 6,911
2025-06-30 $2,698,447 6,951
2025-03-31 $2,293,099 6,953
2024-12-31 $2,584,302 7,124
2024-09-30 $2,715,155 6,942
2024-06-30 $2,271,742 6,820
2024-03-31 $2,567,208 7,006
2023-12-31 $1,938,412 6,556
2023-09-30 $1,918,098 7,026
2023-06-30 $2,729,678 11,094
2023-03-31 $806,889 3,526
2022-12-31 $798,213 3,332
2022-09-30 $573,623 3,496
2022-06-30 $638,709 3,573
2022-03-31 $803,043 3,604
2021-12-31 $1,427,332 6,904
2021-09-30 $314,638 1,639
2021-06-30 $243,527 1,119
2021-03-31 $261,549 1,128
2020-12-31 $277,034 1,522