Jackson, Grant Investment Advisers, Inc.

Position in CAT — Caterpillar Inc

CIK 1650300 STAMFORD, CT

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$532,450

+$178,220 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#3,043

of 4,045 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $1,858,763 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	2,081	$1,320,040
2	CAT	Caterpillar Inc This page	500	$532,450
3	PCAR	Paccar Inc	45	$5,405
4	TEX	Terex Corp	12	$868

All Filings in CAT

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532,450	500	0.0%	Shares	Sole	2026-07-31
2026-03-31	$354,230	500	0.0%	Shares	Sole	2026-05-08
2025-12-31	$286,435	500	0.0%	Shares	Sole	2026-01-27
2025-09-30	$238,575	500	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.