MV CAPITAL MANAGEMENT, INC.

Position in CAT — Caterpillar Inc

CIK 1633366 BETHESDA, MD

Position in CAT

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

Position Value

$9,816,248

+$2,903,804 QoQ

Shares Held

9,218

-5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.55%

of 13F equity value

Holder Rank

#873

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $10,195,054 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (96.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	9,218	$9,816,248
2	DE	Deere & Co	522	$331,120
3	PCAR	Paccar Inc	394	$47,327
4	AGCO	Agco Corp /De	3	$359

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,816,248	9,218	-5.5%	Shares	Sole	2026-07-30
2026-03-31	$6,912,444	9,757	-6.3%	Shares	Sole	2026-04-30
2025-12-31	$5,967,586	10,417	-1.1%	Shares	Sole	2026-02-23
2025-09-30	$5,024,866	10,531	-8.2%	Shares	Sole	2026-02-23
2025-06-30	$4,452,768	11,470	-2.0%	Shares	Sole	2025-08-08
2025-03-31	$3,859,649	11,703	+6.5%	Shares	Sole	2025-04-15
2024-12-31	$3,986,732	10,990	+2.6%	Shares	Sole	2025-02-12
2024-09-30	$4,190,068	10,713	0.0%	Shares	Sole	2024-11-04
2024-06-30	$3,568,500	10,713	+1.6%	Shares	Sole	2024-08-01
2024-03-31	$3,865,470	10,549	-9.7%	Shares	Sole	2024-04-18
2023-12-31	$3,453,425	11,680	+0.7%	Shares	Sole	2024-01-29
2023-09-30	$3,167,073	11,601	+1.9%	Shares	Sole	2023-11-07
2023-06-30	$2,802,017	11,388	-2.5%	Shares	Sole	2023-08-03
2023-03-31	$2,671,707	11,675	+0.8%	Shares	Sole	2023-04-26
2022-12-31	$2,775,063	11,584	+1.6%	Shares	Sole	2023-01-27
2022-09-30	$1,871,004	11,403	+3.4%	Shares	Sole	2022-10-24
2022-06-30	$1,971,544	11,029	-0.7%	Shares	Sole	2022-07-19
2022-03-31	$2,473,747	11,102	+1.4%	Shares	Sole	2022-05-09
2021-12-31	$2,263,596	10,949	+3.1%	Shares	Sole	2022-02-02
2021-09-30	$2,037,953	10,616	+6.4%	Shares	Sole	2021-11-12
2021-06-30	$2,171,947	9,980	+8.5%	Shares	Sole	2021-08-03
2021-03-31	$2,132,276	9,196	+18.7%	Shares	Sole	2021-05-12
2020-12-31	$1,409,926	7,746	+29.9%	Shares	Sole	2021-02-08
2020-09-30	$889,381	5,963	+26.5%	Shares	Sole	2020-11-12
2020-06-30	$596,447	4,715	+2.1%	Shares	Sole	2020-08-04
2020-03-31	$536,104	4,620	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.