Krilogy Financial LLC

Position in CAT — Caterpillar Inc

CIK 1659047 ST. LOUIS, MO

Position in CAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,868,722

+$1,509,205 QoQ

Shares Held

4,572

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,254

of 4,045 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Krilogy Financial LLC holds $8,243,722 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	4,572	$4,868,722
2	DE	Deere & Co	2,574	$1,632,765
3	OSK	Oshkosh Corp	7,192	$1,103,828
4	PCAR	Paccar Inc	2,117	$254,294
5	TEX	Terex Corp	3,233	$234,036
6	CNH	CNH Industrial N.V.	13,364	$150,077

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,868,722	4,572	-3.6%	Shares	Sole	2026-07-27
2026-03-31	$3,359,517	4,742	+6.2%	Shares	Sole	2026-04-17
2025-12-31	$2,558,437	4,466	+26.0%	Shares	Sole	2026-01-27
2025-09-30	$1,691,019	3,544	+134.4%	Shares	Sole	2025-11-06
2023-03-31	$346,006	1,512	+12.7%	Shares	Sole	2023-05-03
2022-12-31	$321,489	1,342	-17.7%	Shares	Sole	2023-02-13
2022-06-30	$291,557	1,631	+1.3%	Shares	Sole	2022-07-14
2022-03-31	$358,740	1,610	-1.0%	Shares	Sole	2022-04-28
2021-12-31	$336,365	1,627	-83.8%	Shares	Sole	2022-01-27
2021-09-30	$1,930,642	10,057	-0.1%	Shares	Sole	2021-10-25
2021-06-30	$2,190,881	10,067	-45.3%	Shares	Sole	2021-07-20
2021-03-31	$4,265,944	18,398	+2.6%	Shares	Sole	2021-04-21
2020-12-31	$3,264,346	17,934	+0.0%	Shares	Sole	2021-02-11
2020-09-30	$2,674,408	17,931	-1.9%	Shares	Sole	2020-11-13
2020-06-30	$2,311,408	18,272	-22.0%	Shares	Sole	2020-08-06
2020-03-31	$2,718,817	23,430	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.