Vanguard Personalized Indexing Management, LLC

Position in CAT — Caterpillar Inc

CIK 1767306 OAKLAND, CA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$90,263,053

+$32,785,694 QoQ

Shares Held

84,762

+4.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#247

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $134,620,739 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	84,762	$90,263,053
2	DE	Deere & Co	47,264	$29,980,973
3	PCAR	Paccar Inc	78,405	$9,418,008
4	OSK	Oshkosh Corp	11,148	$1,710,995
5	TEX	Terex Corp	17,360	$1,256,690
6	FSS	Federal Signal Corp /De/	5,040	$647,589
7	CNH	CNH Industrial N.V.	48,836	$548,428
8	AGCO	Agco Corp /De	4,333	$518,660

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$90,263,053	84,762	+4.5%	Shares	Sole	2026-08-11
2026-03-31	$57,477,359	81,130	+5.5%	Shares	Sole	2026-05-14
2025-12-31	$44,039,381	76,875	+4.8%	Shares	Sole	2026-02-13
2025-09-30	$35,005,155	73,363	+3.6%	Shares	Sole	2025-10-31
2025-06-30	$27,484,491	70,798	+15.6%	Shares	Sole	2025-07-25
2025-03-31	$20,202,558	61,257	+5.7%	Shares	Sole	2025-05-14
2024-12-31	$21,014,324	57,929	+8.6%	Shares	Sole	2025-02-10
2024-09-30	$20,859,211	53,332	+8.8%	Shares	Sole	2024-11-12
2024-06-30	$16,325,897	49,012	+9.7%	Shares	Sole	2024-08-12
2024-03-31	$16,366,229	44,664	+10.2%	Shares	Sole	2024-05-09
2023-12-31	$11,979,070	40,515	+1.3%	Shares	Sole	2024-02-08
2023-09-30	$10,918,908	39,996	+10.8%	Shares	Sole	2023-11-08
2023-06-30	$8,880,190	36,091	+7.9%	Shares	Sole	2023-07-28
2023-03-31	$7,657,901	33,464	+9.4%	Shares	Sole	2023-05-10
2022-12-31	$7,325,265	30,578	+36.1%	Shares	Sole	2023-02-10
2022-09-30	$3,687,205	22,472	+7.9%	Shares	Sole	2022-11-14
2022-06-30	$3,721,961	20,821	-5.5%	Shares	Sole	2022-08-12
2022-03-31	$4,909,615	22,034	+8.4%	Shares	Sole	2022-05-16
2021-12-31	$4,202,197	20,326	+133.3%	Shares	Sole	2022-02-23
2021-09-30	$1,672,250	8,711	+10.6%	Shares	Sole	2021-11-09
2021-06-30	$1,714,271	7,877	+4.4%	Shares	Sole	2021-08-11
2021-03-31	$1,749,922	7,547	+37.4%	Shares	Sole	2021-04-28
2020-12-31	$1,000,017	5,494	+16.0%	Shares	Sole	2021-01-20
2020-09-30	$706,374	4,736	+20.1%	Shares	Sole	2020-10-26
2020-06-30	$498,916	3,944	+33.6%	Shares	Sole	2020-07-27
2020-03-31	$342,666	2,953	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.