CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in CAT — Caterpillar Inc

CIK 1766904 RICHMOND, VA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,606,929

+$663,973 QoQ

Shares Held

1,509

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#2,084

of 4,031 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,629,739 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,509	$1,606,929
2	DE	Deere & Co	1,282	$813,206
3	PCAR	Paccar Inc	1,745	$209,604

All Filings in CAT

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,606,929	1,509	+13.4%	Shares	Other	2026-07-17
2026-03-31	$942,956	1,331	+6.5%	Shares	Other	2026-04-29
2025-12-31	$716,083	1,250	+4.3%	Shares	Other	2026-02-09
2025-09-30	$572,099	1,199	+18.8%	Shares	Other	2025-11-10
2025-06-30	$391,700	1,009	+4.0%	Shares	Other	2025-08-13
2025-03-31	$319,904	970	-7.4%	Shares	Other	2025-05-09
2024-12-31	$379,808	1,047	-93.4%	Shares	Other	2025-02-14
2024-09-30	$6,167,959	15,770	+3.5%	Shares	Other	2024-10-30
2024-06-30	$5,076,775	15,241	-6.7%	Shares	Other	2024-07-22
2024-03-31	$5,983,798	16,330	-3.0%	Shares	Defined	2024-04-30
2023-12-31	$4,978,786	16,839	+9.5%	Shares	Other	2024-02-07
2023-09-30	$4,196,829	15,373	+4.1%	Shares	Other	2023-11-13
2023-06-30	$3,634,896	14,773	+36.8%	Shares	Defined	2023-08-10
2023-03-31	$2,471,243	10,799	+0.3%	Shares	Defined	2023-05-12
2022-12-31	$2,580,540	10,772	+4.5%	Shares	Defined	2023-02-14
2022-09-30	$1,692,157	10,313	+3.6%	Shares	Sole	2022-11-14
2022-06-30	$1,779,377	9,954	+117.3%	Shares	Sole	2022-08-15
2022-03-31	$1,020,515	4,580	-23.0%	Shares	Sole	2022-05-16
2020-12-31	$1,082,108	5,945	+1787.3%	Shares	Sole	2021-02-12
2020-09-30	$46,982	315	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.