Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,828,315
+$790,439 QoQ
Shares Held
3,595
-16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#1,401
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Cascade Investment Advisors, Inc. holds $6,416,660 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,595 | $3,828,315 | |
| 2 | PCAR |
Paccar Inc
|
21,548 | $2,588,345 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,828,315 | 3,595 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,037,876 | 4,288 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,988,089 | 5,216 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,660,588 | 5,576 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,166,211 | 5,580 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,018,376 | 6,120 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,218,277 | 6,115 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,509,034 | 6,415 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,135,171 | 6,410 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $2,510,045 | 6,850 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,072,646 | 7,010 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,926,015 | 7,055 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,744,494 | 7,090 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,604,168 | 7,010 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,912,886 | 7,985 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,317,562 | 8,030 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,443,487 | 8,075 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,819,993 | 8,168 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,593,551 | 7,708 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,419,234 | 7,393 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,596,968 | 7,338 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,730,445 | 7,463 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,386,628 | 7,618 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,139,953 | 7,643 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $955,707 | 7,555 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $799,515 | 6,890 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||