Focus Partners Wealth

Position in CAT — Caterpillar Inc

CIK 1542153 ST LOUIS, MO

Position in CAT

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

Position Value

$303,665,819

+$64,184,377 QoQ

Shares Held

285,159

-15.6% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#109

of 4,045 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Industrials · as of Jun 30, 2026

Focus Partners Wealth holds $470,999,590 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	285,159	$303,665,819
2	PCAR	Paccar Inc	888,924	$106,777,550
3	DE	Deere & Co	73,030	$46,325,119
4	CNH	CNH Industrial N.V.	476,452	$5,350,555
5	AGCO	Agco Corp /De	37,322	$4,467,443
6	OSK	Oshkosh Corp	15,692	$2,408,408
7	TEX	Terex Corp	27,693	$2,004,696

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,665,819	285,159	-15.6%	Shares	Sole	2026-08-12
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	+10.3%	Shares	Sole	2025-05-20
2024-12-31	$95,712,774	263,846	+9.6%	Shares	Sole	2025-05-20
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.