FINANCIAL CONSULATE, INC

Position in CAT — Caterpillar Inc

CIK 1624510 HUNT VALLEY, MD

Position in CAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,486,541

+$887,547 QoQ

Shares Held

2,335

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.91%

of 13F equity value

Holder Rank

#1,710

of 4,045 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Industrials · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $2,664,240 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (93.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,335	$2,486,541
2	DE	Deere & Co	263	$166,828
3	AEBI	Aebi Schmidt Holding AG	560	$7,028
4	PCAR	Paccar Inc	14	$1,681
5	AGCO	Agco Corp /De	10	$1,197
6	TEX	Terex Corp	9	$651
7	CNH	CNH Industrial N.V.	28	$314

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,486,541	2,335	+3.5%	Shares	Sole	2026-07-23
2026-03-31	$1,598,994	2,257	+2.0%	Shares	Sole	2026-04-21
2025-12-31	$1,267,761	2,213	+1.0%	Shares	Sole	2026-01-22
2025-09-30	$1,045,435	2,191	+4.3%	Shares	Sole	2025-10-21
2023-03-31	$480,564	2,100	0.0%	Shares	Other	2023-04-17
2022-12-31	$503,076	2,100	0.0%	Shares	Other	2023-01-11
2022-09-30	$344,568	2,100	0.0%	Shares	Other	2022-10-20
2022-06-30	$375,396	2,100	0.0%	Shares	Other	2022-07-19
2022-03-31	$467,922	2,100	0.0%	Shares	Other	2022-04-28
2021-12-31	$434,154	2,100	+4.9%	Shares	Sole	2022-02-07
2021-09-30	$384,323	2,002	0.0%	Shares	Other	2021-10-19
2021-06-30	$435,695	2,002	0.0%	Shares	Other	2021-07-22
2021-03-31	$464,203	2,002	0.0%	Shares	Other	2021-04-19
2020-12-31	$364,404	2,002	0.0%	Shares	Other	2021-01-29
2020-09-30	$298,598	2,002	-0.5%	Shares	Other	2020-10-20
2020-06-30	$254,518	2,012	0.0%	Shares	Other	2020-07-22
2020-03-31	$233,472	2,012	—	Shares	Other	2020-04-29
No filing history on record for this holder in this stock.