Perigon Wealth Management, LLC

Position in CAT — Caterpillar Inc

CIK 1575239 SAN FRANCISCO, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,211,267

+$3,901,377 QoQ

Shares Held

10,528

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#792

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Industrials · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $24,899,168 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	19,232	$12,199,434
2	CAT	Caterpillar Inc This page	10,528	$11,211,267
3	TEX	Terex Corp	10,026	$725,782
4	PCAR	Paccar Inc	4,604	$553,032
5	OSK	Oshkosh Corp	1,366	$209,653

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,211,267	10,528	+2.0%	Shares	Sole	2026-08-07
2026-03-31	$7,309,890	10,318	-6.3%	Shares	Sole	2026-04-10
2025-12-31	$6,311,308	11,017	+3.7%	Shares	Sole	2026-01-16
2025-09-30	$5,067,810	10,621	-36.2%	Shares	Sole	2025-10-17
2025-06-30	$6,457,873	16,635	+5.8%	Shares	Sole	2025-07-16
2025-03-31	$5,184,126	15,719	-23.5%	Shares	Sole	2025-04-23
2024-12-31	$7,451,090	20,540	-9.4%	Shares	Sole	2025-01-22
2024-09-30	$8,862,388	22,659	-0.2%	Shares	Sole	2024-10-16
2024-06-30	$7,565,034	22,711	-4.5%	Shares	Sole	2024-08-02
2024-03-31	$8,713,338	23,779	+2.6%	Shares	Sole	2024-04-29
2023-12-31	$6,851,856	23,174	-1.2%	Shares	Sole	2024-01-29
2023-09-30	$6,404,034	23,458	-1.1%	Shares	Sole	2023-10-30
2023-06-30	$5,836,306	23,720	+439.0%	Shares	Sole	2023-08-02
2023-03-31	$1,007,124	4,401	+5.3%	Shares	Sole	2023-05-03
2022-12-31	$1,001,121	4,179	+42.6%	Shares	Sole	2023-05-01
2022-09-30	$480,918	2,931	-6.7%	Shares	Sole	2022-12-13
2022-06-30	$561,842	3,143	+13.2%	Shares	Sole	2022-08-11
2022-03-31	$618,771	2,777	-10.0%	Shares	Sole	2022-05-16
2021-12-31	$638,206	3,087	+7.1%	Shares	Sole	2022-02-11
2021-09-30	$553,257	2,882	+0.7%	Shares	Sole	2021-11-01
2021-06-30	$623,074	2,863	+19.8%	Shares	Sole	2021-07-19
2021-03-31	$553,937	2,389	+52.5%	Shares	Sole	2021-05-17
2020-12-31	$285,225	1,567	+4.3%	Shares	Sole	2021-01-28
2020-09-30	$224,023	1,502	-59.9%	Shares	Sole	2020-11-03
2020-03-31	$434,105	3,741	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.