Costello Asset Management, INC

Position in CAT — Caterpillar Inc

CIK 1760145 FEASTERVILLE, PA

Position in CAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$864,698

+$230,627 QoQ

Shares Held

812

-9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,622

of 4,031 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Costello Asset Management, INC holds $3,962,973 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	24,135	$2,899,096
2	CAT	Caterpillar Inc This page	812	$864,698
3	DE	Deere & Co	314	$199,179

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$864,698	812	-9.3%	Shares	Sole	2026-07-28
2026-03-31	$634,071	895	+1.7%	Shares	Sole	2026-04-30
2025-12-31	$504,125	880	-1.1%	Shares	Sole	2026-02-03
2025-09-30	$424,663	890	0.0%	Shares	Sole	2025-11-06
2025-06-30	$345,506	890	0.0%	Shares	Sole	2025-07-24
2025-03-31	$293,522	890	-39.9%	Shares	Sole	2025-05-09
2024-12-31	$537,247	1,481	-51.3%	Shares	Sole	2025-01-24
2024-09-30	$1,189,395	3,041	-1.4%	Shares	Sole	2024-11-01
2024-06-30	$1,026,947	3,083	-0.8%	Shares	Sole	2024-08-01
2024-03-31	$1,138,864	3,108	-13.3%	Shares	Sole	2024-04-24
2023-12-31	$1,059,385	3,583	-28.9%	Shares	Sole	2024-01-29
2023-09-30	$1,375,920	5,040	-1.8%	Shares	Sole	2023-11-08
2023-06-30	$1,262,236	5,130	-18.2%	Shares	Sole	2023-07-28
2023-03-31	$1,435,971	6,275	-10.1%	Shares	Sole	2023-05-05
2022-12-31	$1,672,847	6,983	-35.0%	Shares	Sole	2023-02-02
2022-09-30	$1,762,711	10,743	-6.0%	Shares	Sole	2022-11-03
2022-06-30	$2,042,869	11,428	-9.2%	Shares	Sole	2022-07-22
2022-03-31	$2,805,080	12,589	-24.9%	Shares	Sole	2022-04-26
2021-12-31	$3,464,755	16,759	+222.4%	Shares	Sole	2022-01-28
2021-09-30	$998,052	5,199	-1.3%	Shares	Sole	2021-10-29
2021-06-30	$1,146,910	5,270	-41.7%	Shares	Sole	2021-08-05
2021-03-31	$2,094,713	9,034	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$1,642,366	9,023	+0.7%	Shares	Sole	2021-02-05
2020-09-30	$1,336,831	8,963	-1.2%	Shares	Sole	2020-11-04
2020-06-30	$1,147,608	9,072	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.