Clearstead Trust, LLC

Position in CAT — Caterpillar Inc

CIK 1708001 PORTLAND, ME

Position in CAT

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

Position Value

$2,622,848

+$952,300 QoQ

Shares Held

2,463

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,670

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Trust, LLC holds $7,812,493 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	7,997	$5,072,737
2	CAT	Caterpillar Inc This page	2,463	$2,622,848
3	PCAR	Paccar Inc	883	$106,065
4	AGCO	Agco Corp /De	47	$5,625
5	OSK	Oshkosh Corp	34	$5,218

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,622,848	2,463	+4.5%	Shares	Sole	2026-08-06
2026-03-31	$1,670,548	2,358	+66.8%	Shares	Sole	2026-05-06
2025-12-31	$810,038	1,414	-5.4%	Shares	Sole	2026-02-09
2025-09-30	$713,339	1,495	0.0%	Shares	Sole	2025-11-10
2025-06-30	$580,373	1,495	-12.4%	Shares	Sole	2025-08-08
2025-03-31	$562,968	1,707	-5.5%	Shares	Sole	2025-05-09
2024-12-31	$655,507	1,807	-15.1%	Shares	Sole	2025-02-10
2024-09-30	$832,303	2,128	-1.8%	Shares	Sole	2024-11-13
2024-06-30	$722,160	2,168	0.0%	Shares	Sole	2024-08-09
2024-03-31	$794,420	2,168	+3.3%	Shares	Sole	2024-05-10
2023-12-31	$620,315	2,098	+5.0%	Shares	Sole	2024-02-06
2023-09-30	$545,454	1,998	+4.2%	Shares	Sole	2023-11-13
2023-06-30	$471,923	1,918	-71.4%	Shares	Sole	2023-08-08
2023-03-31	$1,532,770	6,698	-6.0%	Shares	Sole	2023-05-10
2022-12-31	$1,707,104	7,126	+6.4%	Shares	Sole	2023-02-01
2022-09-30	$1,099,007	6,698	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,197,334	6,698	0.0%	Shares	Sole	2022-08-11
2022-03-31	$1,492,448	6,698	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,384,744	6,698	0.0%	Shares	Sole	2022-02-09
2021-09-30	$1,285,815	6,698	+51.0%	Shares	Sole	2021-11-02
2021-06-30	$965,406	4,436	-33.8%	Shares	Sole	2021-08-12
2021-03-31	$1,553,065	6,698	-22.3%	Shares	Sole	2021-04-30
2020-12-31	$1,568,283	8,616	+28.6%	Shares	Sole	2021-02-16
2020-09-30	$999,006	6,698	0.0%	Shares	Sole	2020-10-23
2020-06-30	$847,297	6,698	0.0%	Shares	Sole	2020-08-17
2020-03-31	$777,235	6,698	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.