Plancorp, LLC

Position in CAT — Caterpillar Inc

CIK 1599579 SAINT LOUIS, MO

Position in CAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,801,693

+$1,822,965 QoQ

Shares Held

3,570

+27.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,407

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Plancorp, LLC holds $4,929,298 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,570	$3,801,693
2	DE	Deere & Co	1,415	$897,576
3	PCAR	Paccar Inc	1,915	$230,029

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,801,693	3,570	+27.8%	Shares	Sole	2026-07-14
2026-03-31	$1,978,728	2,793	+0.6%	Shares	Sole	2026-04-14
2025-12-31	$1,590,859	2,777	+0.5%	Shares	Sole	2026-02-05
2025-09-30	$1,317,888	2,762	-0.9%	Shares	Sole	2025-10-15
2025-06-30	$1,082,329	2,788	+7.2%	Shares	Sole	2025-07-16
2025-03-31	$857,480	2,600	+5.9%	Shares	Sole	2025-05-15
2024-12-31	$890,575	2,455	+26.4%	Shares	Sole	2025-02-11
2024-09-30	$759,946	1,943	-1.4%	Shares	Sole	2024-11-12
2024-06-30	$656,540	1,971	+1.7%	Shares	Sole	2024-08-09
2024-03-31	$710,507	1,939	+6.2%	Shares	Sole	2024-05-15
2023-12-31	$539,597	1,825	+3.0%	Shares	Sole	2024-02-09
2023-09-30	$483,756	1,772	+16.0%	Shares	Sole	2023-11-08
2023-06-30	$375,718	1,527	+3.9%	Shares	Sole	2023-07-26
2023-03-31	$336,394	1,470	-4.3%	Shares	Sole	2023-05-11
2022-12-31	$367,964	1,536	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$254,324	1,550	-2.3%	Shares	Sole	2022-11-10
2022-06-30	$283,513	1,586	-0.4%	Shares	Sole	2022-08-04
2022-03-31	$354,952	1,593	-21.3%	Shares	Sole	2022-05-13
2021-12-31	$418,441	2,024	+20.5%	Shares	Sole	2022-02-11
2021-09-30	$322,317	1,679	+9.9%	Shares	Sole	2021-11-15
2021-06-30	$332,538	1,528	-1.3%	Shares	Sole	2021-08-13
2021-03-31	$358,934	1,548	+0.7%	Shares	Sole	2021-05-14
2020-12-31	$279,764	1,537	+7.6%	Shares	Sole	2021-02-09
2020-09-30	$213,135	1,429	-25.1%	Shares	Sole	2020-11-16
2020-06-30	$241,235	1,907	+1.7%	Shares	Sole	2020-08-11
2020-03-31	$217,575	1,875	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.