Allworth Financial LP

Position in CAT — Caterpillar Inc

CIK 1555170 FOLSOM, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$84,824,608

+$25,029,876 QoQ

Shares Held

79,655

-5.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#252

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Allworth Financial LP holds $93,943,794 across 20 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	79,655	$84,824,608
2	DE	Deere & Co	11,781	$7,473,041
3	PCAR	Paccar Inc	6,330	$760,359
4	OSK	Oshkosh Corp	2,922	$448,468
5	CNH	CNH Industrial N.V.	9,792	$109,964
6	BLBD	Blue Bird Corp	957	$75,564
7	TEX	Terex Corp	708	$51,252
8	WNC	WABASH NATIONAL Corp	3,311	$44,698

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,824,608	79,655	-5.6%	Shares	Sole	2026-08-11
2026-03-31	$59,794,732	84,401	-8.6%	Shares	Sole	2026-05-15
2025-12-31	$52,893,659	92,331	+18.1%	Shares	Sole	2026-02-05
2025-09-30	$37,304,064	78,181	-2.1%	Shares	Sole	2025-12-02
2025-06-30	$31,002,062	79,859	+28.5%	Shares	Sole	2025-08-07
2025-03-31	$20,502,346	62,166	+2.2%	Shares	Sole	2025-04-30
2024-12-31	$22,067,416	60,832	+146.3%	Shares	Sole	2025-01-30
2024-09-30	$9,659,881	24,698	-1.0%	Shares	Sole	2024-10-23
2024-06-30	$8,314,176	24,960	+9.5%	Shares	Sole	2024-07-24
2024-03-31	$8,352,771	22,795	+7.3%	Shares	Sole	2024-04-25
2023-12-31	$6,279,735	21,239	+1.3%	Shares	Sole	2024-01-24
2023-09-30	$5,723,991	20,967	-2.2%	Shares	Sole	2023-10-31
2023-06-30	$5,273,343	21,432	+1.1%	Shares	Sole	2023-07-18
2023-03-31	$4,852,781	21,206	+2.8%	Shares	Sole	2023-04-18
2022-12-31	$4,940,685	20,624	+34.8%	Shares	Sole	2023-01-13
2022-09-30	$2,510,424	15,300	-5.3%	Shares	Sole	2022-11-14
2022-06-30	$2,887,689	16,154	+53.8%	Shares	Sole	2022-07-13
2022-03-31	$2,340,501	10,504	+17.1%	Shares	Sole	2022-04-22
2021-12-31	$1,854,044	8,968	+5.7%	Shares	Sole	2022-01-21
2021-09-30	$1,628,673	8,484	+325.9%	Shares	Sole	2021-11-02
2021-06-30	$433,518	1,992	+9.2%	Shares	Sole	2021-08-02
2021-03-31	$423,162	1,825	+32.6%	Shares	Sole	2021-04-29
2020-12-31	$250,459	1,376	+18.9%	Shares	Sole	2021-01-26
2020-09-30	$172,566	1,157	+0.4%	Shares	Sole	2020-11-03
2020-06-30	$145,728	1,152	+5.6%	Shares	Sole	2020-07-24
2020-03-31	$126,599	1,091	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.