Vest Financial, LLC

Position in CAT — Caterpillar Inc

CIK 1709632 MCLEAN, VA

Position in CAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$81,002,682

+$13,421,267 QoQ

Shares Held

76,066

-20.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#35

of 1,643 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Vest Financial, LLC holds $125,352,214 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	76,066	$81,002,682
2	PCAR	Paccar Inc	287,050	$34,480,445
3	DE	Deere & Co	8,276	$5,249,715
4	ALG	Alamo Group Inc	28,083	$4,619,372

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,002,682	76,066	-20.3%	Shares	Defined	2026-07-24
2026-03-31	$67,581,415	95,392	-13.1%	Shares	Sole	2026-04-24
2025-12-31	$62,879,929	109,763	-21.8%	Shares	Sole	2026-01-30
2025-09-30	$66,949,869	140,312	-26.5%	Shares	Sole	2025-10-30
2025-06-30	$74,088,325	190,846	+34.6%	Shares	Sole	2025-07-25
2025-03-31	$46,755,745	141,770	-6.0%	Shares	Sole	2025-04-11
2024-12-31	$54,716,540	150,834	+1.1%	Shares	Defined	2025-01-28
2024-09-30	$58,344,152	149,172	+24.1%	Shares	Sole	2024-10-18
2024-06-30	$40,025,628	120,161	-5.9%	Shares	Sole	2024-08-08
2024-03-31	$46,799,704	127,718	+17.8%	Shares	Defined	2024-04-30
2023-12-31	$32,046,487	108,386	+24.6%	Shares	Defined	2024-01-11
2023-09-30	$23,740,899	86,963	+59.0%	Shares	Defined	2023-10-30
2023-06-30	$13,457,457	54,694	+39.1%	Shares	Defined	2023-07-28
2023-03-31	$8,995,013	39,307	-17.7%	Shares	Defined	2023-05-12
2022-12-31	$11,444,978	47,775	-6.0%	Shares	Defined	2023-02-13
2022-09-30	$8,340,514	50,832	+16.5%	Shares	Defined	2022-11-14
2022-06-30	$7,800,013	43,634	+11.5%	Shares	Defined	2022-08-12
2022-03-31	$8,720,059	39,135	+15.5%	Shares	Defined	2022-05-13
2021-12-31	$7,006,418	33,890	+35.1%	Shares	Defined	2022-02-11
2021-09-30	$4,814,798	25,081	+43.9%	Shares	Defined	2021-11-12
2021-06-30	$3,791,984	17,424	+34.3%	Shares	Defined	2021-07-16
2021-03-31	$3,008,744	12,976	+1.7%	Shares	Defined	2021-07-09
2020-12-31	$2,322,029	12,757	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.