Heritage Trust Co

Bank

Position in CAT — Caterpillar Inc

CIK 1706028 OKLAHOMA CITY, OK

Position in CAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$13,919,307

+$4,963,665 QoQ

Shares Held

13,071

+3.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#709

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Heritage Trust Co holds $25,729,866 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	13,071	$13,919,307
2	PCAR	Paccar Inc	61,331	$7,367,078
3	DE	Deere & Co	7,005	$4,443,481

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,919,307	13,071	+3.4%	Shares	Sole	2026-08-06
2026-03-31	$8,955,642	12,641	+5.9%	Shares	Sole	2026-05-13
2025-12-31	$6,837,203	11,935	+2.0%	Shares	Sole	2026-02-10
2025-09-30	$5,583,132	11,701	-2.4%	Shares	Sole	2025-11-12
2025-06-30	$4,653,860	11,988	+13.1%	Shares	Other	2025-08-12
2025-03-31	$3,495,549	10,599	+7.8%	Shares	Other	2025-05-09
2024-12-31	$3,568,107	9,836	-10.0%	Shares	Other	2025-02-13
2024-06-30	$3,641,782	10,933	-0.6%	Shares	Other	2024-08-12
2024-03-31	$4,030,362	10,999	-1.9%	Shares	Other	2024-05-10
2023-12-31	$3,313,868	11,208	-0.3%	Shares	Other	2024-02-09
2023-09-30	$3,068,247	11,239	+1.7%	Shares	Other	2023-11-08
2023-06-30	$2,719,590	11,053	+19.0%	Shares	Other	2023-08-11
2023-03-31	$2,125,923	9,290	-0.1%	Shares	Other	2023-05-12
2022-12-31	$2,226,949	9,296	-0.2%	Shares	Other	2023-02-10
2022-09-30	$1,528,897	9,318	-0.1%	Shares	Other	2022-11-10
2022-06-30	$1,667,115	9,326	-1.0%	Shares	Other	2022-08-11
2022-03-31	$2,098,072	9,416	-13.4%	Shares	Other	2022-05-11
2021-12-31	$2,249,123	10,879	+1.6%	Shares	Other	2022-02-09
2021-09-30	$2,054,846	10,704	-1.1%	Shares	Other	2021-11-09
2021-06-30	$2,356,279	10,827	+0.8%	Shares	Other	2021-08-09
2021-03-31	$2,491,674	10,746	-0.2%	Shares	Other	2021-05-12
2020-12-31	$1,959,262	10,764	+11.4%	Shares	Other	2021-02-11
2020-09-30	$1,441,236	9,663	-4.3%	Shares	Other	2020-11-13
2020-06-30	$1,277,143	10,096	-2.4%	Shares	Other	2020-08-04
2020-03-31	$1,200,549	10,346	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.