Perpetual Ltd

Position in CAT — Caterpillar Inc

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,440,750

+$784,372 QoQ

Shares Held

2,292

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,718

of 4,031 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Perpetual Ltd holds $35,577,129 across 7 Farm & Heavy Construction Machinery names. CAT ranks #2 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNH	CNH Industrial N.V.	2,553,577	$28,676,668
2	CAT	Caterpillar Inc This page	2,292	$2,440,750
3	BLBD	Blue Bird Corp	13,592	$1,073,224
4	PCAR	Paccar Inc	8,068	$969,127
5	FSS	Federal Signal Corp /De/	7,114	$914,077
6	TEX	Terex Corp	10,926	$790,932
7	DE	Deere & Co	1,123	$712,351

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,440,750	2,292	-2.0%	Shares	Sole	2026-07-15
2026-03-31	$1,656,378	2,338	+12.6%	Shares	Sole	2026-04-14
2025-12-31	$1,189,850	2,077	+25.3%	Shares	Sole	2026-01-20
2025-09-30	$790,637	1,657	+27.5%	Shares	Sole	2025-10-10
2025-06-30	$504,673	1,300	-23.5%	Shares	Sole	2025-07-11
2025-03-31	$560,660	1,700	0.0%	Shares	Sole	2025-04-24
2024-12-31	$616,692	1,700	0.0%	Shares	Sole	2025-01-17
2024-09-30	$664,904	1,700	0.0%	Shares	Sole	2024-10-09
2024-06-30	$566,270	1,700	0.0%	Shares	Sole	2024-07-30
2024-03-31	$622,931	1,700	-20.3%	Shares	Sole	2024-04-16
2023-12-31	$630,959	2,134	-81.8%	Shares	Sole	2024-02-15
2023-09-30	$3,199,287	11,719	-19.9%	Shares	Sole	2023-10-10
2023-06-30	$3,598,727	14,626	-5.4%	Shares	Sole	2023-07-13
2023-03-31	$3,539,697	15,468	+341.9%	Shares	Sole	2023-05-08
2020-09-30	$522,025	3,500	0.0%	Shares	Sole	2020-12-08
2020-06-30	$442,750	3,500	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.