Deane Retirement Strategies, Inc.
PensionPosition in CAT — Caterpillar Inc
CIK 1659346
NEW ORLEANS, LA
Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,808,141
-$2,206,338 QoQ
Shares Held
2,637
-62.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#1,622
of 4,031 holders
Holding Since
Sep 2020
8 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, 2026Deane Retirement Strategies, Inc. holds $2,808,141 across 1 Farm & Heavy Construction Machinery name. CAT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,637 | $2,808,141 |
All Filings in CAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,808,141 | 2,637 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,014,479 | 7,078 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,080,553 | 7,123 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,808,453 | 14,269 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,628,268 | 14,498 | Shares | Sole | 2025-07-11 | |
| 2021-03-31 | $2,634,738 | 11,363 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $2,016,235 | 11,077 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $1,655,863 | 11,102 | Shares | Sole | 2020-10-07 | |
| No filing history on record for this holder in this stock. | ||||||