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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in CAT — Caterpillar Inc

CIK 1551017 NEW YORK, NY
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$5,829,262
+$2,384,730 QoQ
Shares Held
5,474
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,140
of 4,045 holders
Holding Since
Mar 2020
26 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

TD PRIVATE CLIENT WEALTH LLC holds $7,448,914 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		5,474 $5,829,262
2 PCAR
Paccar Inc
 9,560 $1,148,347
3 DE
Deere & Co
 661 $419,292
4 BLBD
Blue Bird Corp
 588 $46,428
5 CNH
CNH Industrial N.V.
 333 $3,739
6 OSK
Oshkosh Corp
 8 $1,227
7 LNN
Lindsay Corp
 5 $619

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,829,262 5,474
2026-03-31 $3,444,532 4,862
2025-12-31 $2,925,647 5,107
2025-09-30 $1,172,357 2,457
2025-06-30 $956,161 2,463
2025-03-31 $995,996 3,020
2024-12-31 $1,070,504 2,951
2024-09-30 $1,174,533 3,003
2024-06-30 $1,066,586 3,202
2024-03-31 $1,130,070 3,084
2023-12-31 $1,180,905 3,994
2023-09-30 $1,580,397 5,789
2023-06-30 $1,670,925 6,791
2023-03-31 $1,745,820 7,629
2022-12-31 $1,902,825 7,943
2022-09-30 $1,301,810 7,934
2022-06-30 $1,349,995 7,552
2022-03-31 $1,795,706 8,059
2021-12-31 $1,761,218 8,519
2021-09-30 $1,689,144 8,799
2021-06-30 $1,931,248 8,874
2021-03-31 $1,828,990 7,888
2020-12-31 $1,520,049 8,351
2020-09-30 $1,241,226 8,322
2020-06-30 $904,222 7,148
2020-03-31 $509,067 4,387

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