Focus Partners Wealth

Position in CAT — Caterpillar Inc

CIK 1542153 ST LOUIS, MO

Position in CAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$239,481,442

+$12,830,583 QoQ

Shares Held

338,031

-14.6% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 60.26208821209731.ToString("F0")% Shared 0.03900122203829053.ToString("F0")% None 39.698910565864395.ToString("F0")%

Industrials · as of Mar 31, 2026

Focus Partners Wealth holds $439,992,207 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	338,031	$239,481,442
2	PCAR	Paccar Inc	1,096,942	$126,696,801
3	DE	Deere & Co	93,220	$52,510,826
4	CNH	CNH Industrial N.V.	1,273,956	$14,013,516
5	AGCO	Agco Corp /De	34,847	$4,037,721
6	TEX	Terex Corp	33,413	$1,974,708
7	OSK	Oshkosh Corp	8,676	$1,277,193

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$239,481,442	338,031	-14.6%	Shares	Sole	2026-05-15
2025-12-31	$226,650,859	395,641	+24.5%	Shares	Sole	2026-02-13
2025-09-30	$151,685,507	317,899	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$120,280,657	309,834	+6.5%	Shares	Sole	2025-08-14
2025-03-31	$95,975,757	291,012	+7.7%	Shares	Sole	2025-05-20
2024-12-31	$98,038,792	270,258	+12.2%	Shares	Sole	2025-05-29
2024-09-30	$94,192,256	240,827	-40.6%	Shares	Sole	2024-11-14
2024-06-30	$135,056,060	405,452	+2003.4%	Shares	Sole	2024-08-15
2024-03-31	$7,063,304	19,276	+157.8%	Shares	Sole	2024-05-16
2023-12-31	$2,211,020	7,478	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.