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Equibles

Colonial Trust Advisors

Position in CAT — Caterpillar Inc

CIK 1567993 SPARTANBURG, SC
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$16,606,050
+$5,425,843 QoQ
Shares Held
15,594
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#639
of 4,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Colonial Trust Advisors holds $27,171,808 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		15,594 $16,606,050
2 DE
Deere & Co
 16,652 $10,562,863
3 TEX
Terex Corp
 40 $2,895
4 XOS
Xos, Inc.
 2,500 $0

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,606,050 15,594
2026-03-31 $11,180,207 15,781
2025-12-31 $9,309,137 16,250
2025-09-30 $7,853,889 16,460
2025-06-30 $6,619,756 17,052
2025-03-31 $5,654,421 17,145
2024-12-31 $6,193,764 17,074
2024-09-30 $7,373,003 18,851
2024-06-30 $6,325,569 18,990
2024-03-31 $6,686,981 18,249
2023-12-31 $5,404,847 18,280
2023-09-30 $5,018,286 18,382
2023-06-30 $4,529,042 18,407
2023-03-31 $4,406,771 19,257
2022-12-31 $4,638,600 19,363
2022-09-30 $3,152,304 19,212
2022-06-30 $3,394,294 18,988
2022-03-31 $4,312,458 19,354
2021-12-31 $4,046,522 19,573
2021-09-30 $3,771,826 19,648
2021-06-30 $4,270,553 19,623
2021-03-31 $4,754,726 20,506
2020-12-31 $3,612,368 19,846
2020-09-30 $2,944,370 19,741
2020-06-30 $2,583,889 20,426
2020-03-31 $2,381,837 20,526