CHICAGO TRUST Co NA

Bank

Position in CAT — Caterpillar Inc

CIK 1601539 GRAYSLAKE, IL

Position in CAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,188,428

+$397,787 QoQ

Shares Held

1,116

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,329

of 4,031 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 88% Shared 3% None 8%

Industrials · as of Jun 30, 2026

CHICAGO TRUST Co NA holds $3,837,647 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	2,084	$1,321,943
2	CAT	Caterpillar Inc This page	1,116	$1,188,428
3	CNH	CNH Industrial N.V.	93,685	$1,052,082
4	PCAR	Paccar Inc	2,291	$275,194

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,188,428	1,116	0.0%	Shares	Sole	2026-07-16
2026-03-31	$790,641	1,116	-0.3%	Shares	Sole	2026-04-24
2025-12-31	$641,041	1,119	-8.2%	Shares	Sole	2026-02-17
2025-09-30	$581,645	1,219	-26.4%	Shares	Sole	2025-10-10
2025-06-30	$642,875	1,656	+71.6%	Shares	Sole	2025-07-14
2025-03-31	$318,256	965	-46.1%	Shares	Sole	2025-04-14
2024-12-31	$649,702	1,791	-17.8%	Shares	Sole	2025-01-13
2024-09-30	$852,249	2,179	-11.6%	Shares	Sole	2024-10-10
2024-06-30	$821,423	2,466	-0.5%	Shares	Sole	2024-07-11
2024-03-31	$908,012	2,478	+31.1%	Shares	Sole	2024-04-12
2023-12-31	$558,815	1,890	-29.3%	Shares	Sole	2024-01-16
2023-09-30	$730,002	2,674	+12.9%	Shares	Sole	2023-10-27
2023-06-30	$582,891	2,369	-37.7%	Shares	Sole	2023-07-19
2023-03-31	$870,506	3,804	+27.5%	Shares	Sole	2023-04-11
2022-12-31	$714,846	2,984	-0.5%	Shares	Sole	2023-01-12
2022-09-30	$491,911	2,998	-0.1%	Shares	Sole	2022-10-13
2022-06-30	$536,279	3,000	+32.2%	Shares	Sole	2022-08-03
2022-03-31	$505,800	2,270	-78.4%	Shares	Sole	2022-04-12
2021-12-31	$2,177,178	10,531	0.0%	Shares	Sole	2022-01-18
2021-09-30	$2,021,635	10,531	+0.2%	Shares	Sole	2021-10-13
2021-06-30	$2,286,855	10,508	+150.5%	Shares	Sole	2021-07-21
2021-03-31	$972,462	4,194	-8.9%	Shares	Sole	2021-04-12
2020-12-31	$838,201	4,605	-1.5%	Shares	Sole	2021-01-28
2020-09-30	$697,573	4,677	+0.9%	Shares	Sole	2020-10-08
2020-06-30	$586,327	4,635	—	Shares	Sole	2020-07-13
No filing history on record for this holder in this stock.