Wealthfront Advisers LLC

Position in CAT — Caterpillar Inc

CIK 1763921 Palo Alto, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$81,443,552

+$28,476,249 QoQ

Shares Held

76,480

+2.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#259

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Wealthfront Advisers LLC holds $114,212,820 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	76,480	$81,443,552
2	DE	Deere & Co	31,473	$19,964,268
3	PCAR	Paccar Inc	103,787	$12,466,894
4	BLBD	Blue Bird Corp	4,282	$338,106

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,443,552	76,480	+2.3%	Shares	Sole	2026-08-07
2026-03-31	$52,967,303	74,764	+6.3%	Shares	Sole	2026-05-05
2025-12-31	$40,301,404	70,350	+6.2%	Shares	Sole	2026-01-30
2025-09-30	$31,615,959	66,260	+2.4%	Shares	Sole	2025-11-06
2025-06-30	$25,116,798	64,699	+1.9%	Shares	Sole	2025-07-31
2025-03-31	$20,942,959	63,502	+3.9%	Shares	Sole	2025-05-02
2024-12-31	$22,172,616	61,122	+6.6%	Shares	Sole	2025-04-01
2024-09-30	$22,434,643	57,360	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$19,341,118	58,064	+4.9%	Shares	Sole	2024-08-14
2024-03-31	$20,292,160	55,378	+2.4%	Shares	Sole	2024-04-19
2023-12-31	$15,997,225	54,105	+2.6%	Shares	Sole	2024-02-09
2023-09-30	$14,390,922	52,714	+11.3%	Shares	Sole	2023-11-01
2023-06-30	$11,654,404	47,366	-15.4%	Shares	Sole	2023-08-07
2023-03-31	$12,810,692	55,981	+21.5%	Shares	Sole	2023-04-28
2022-12-31	$11,035,331	46,065	+17.7%	Shares	Sole	2023-02-10
2022-09-30	$6,422,091	39,140	+6.0%	Shares	Sole	2022-11-14
2022-06-30	$6,603,573	36,941	-0.0%	Shares	Sole	2022-07-20
2022-03-31	$8,234,758	36,957	-18.4%	Shares	Sole	2022-05-16
2021-12-31	$9,365,528	45,301	+21.8%	Shares	Sole	2022-01-21
2021-09-30	$7,137,636	37,181	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$8,088,436	37,166	-2.5%	Shares	Sole	2021-08-16
2021-03-31	$8,837,493	38,114	+6.4%	Shares	Sole	2021-05-14
2020-12-31	$6,517,772	35,808	+7.9%	Shares	Sole	2021-02-16
2020-09-30	$4,950,735	33,193	+17.0%	Shares	Sole	2020-11-16
2020-06-30	$3,589,437	28,375	+39.6%	Shares	Sole	2020-08-14
2020-03-31	$2,358,977	20,329	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.