Triumph Capital Management

Position in CAT — Caterpillar Inc

CIK 1730765 DENVER, CO

Position in CAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$269,419

+$88,054 QoQ

Shares Held

253

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#3,604

of 4,031 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Triumph Capital Management holds $357,730 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	253	$269,419
2	BLBD	Blue Bird Corp	842	$66,484
3	DE	Deere & Co	21	$13,320
4	AGCO	Agco Corp /De	50	$5,985
5	PCAR	Paccar Inc	21	$2,522

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,419	253	-1.2%	Shares	Sole	2026-07-21
2026-03-31	$181,365	256	-12.0%	Shares	Sole	2026-05-13
2025-12-31	$166,705	291	-66.3%	Shares	Sole	2026-02-12
2023-12-31	$255,458	864	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.