Robertson Stephens Wealth Management, LLC

Position in CAT — Caterpillar Inc

CIK 1767307 San Francisco, CA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$24,028,403

+$7,926,525 QoQ

Shares Held

22,564

-0.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#508

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $24,621,338 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	22,564	$24,028,403
2	DE	Deere & Co	599	$379,963
3	PCAR	Paccar Inc	1,773	$212,972

All Filings in CAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,028,403	22,564	-0.7%	Shares	Sole	2026-07-29
2026-03-31	$16,101,878	22,728	+1.1%	Shares	Sole	2026-04-28
2025-12-31	$12,875,253	22,475	+86.2%	Shares	Sole	2026-02-02
2025-09-30	$5,758,723	12,069	-19.1%	Shares	Sole	2025-11-12
2025-06-30	$5,788,211	14,910	-7.1%	Shares	Sole	2025-07-24
2025-03-31	$5,294,279	16,053	-8.5%	Shares	Sole	2025-04-17
2024-12-31	$6,362,810	17,540	+25.0%	Shares	Sole	2025-01-27
2024-09-30	$5,486,240	14,027	-23.2%	Shares	Sole	2024-11-12
2024-06-30	$6,083,405	18,263	+25.0%	Shares	Sole	2024-08-13
2024-03-31	$5,352,443	14,607	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$4,348,418	14,707	-1.2%	Shares	Sole	2024-02-06
2023-09-30	$4,063,332	14,884	-2.5%	Shares	Sole	2023-11-13
2023-06-30	$3,757,921	15,273	-5.1%	Shares	Sole	2023-08-11
2023-03-31	$3,682,493	16,092	+8.1%	Shares	Sole	2023-05-11
2022-12-31	$3,565,131	14,882	+3.8%	Shares	Sole	2023-02-14
2022-09-30	$2,352,414	14,337	+206.8%	Shares	Sole	2022-11-14
2022-06-30	$835,345	4,673	-2.0%	Shares	Sole	2022-08-12
2022-03-31	$1,061,960	4,766	-6.4%	Shares	Sole	2022-05-16
2021-12-31	$1,052,513	5,091	+37.2%	Shares	Sole	2022-02-14
2021-09-30	$712,400	3,711	+5.7%	Shares	Sole	2021-11-10
2021-06-30	$764,098	3,511	+28.1%	Shares	Sole	2021-08-17
2021-03-31	$635,323	2,740	+62.9%	Shares	Sole	2021-05-07
2020-12-31	$306,157	1,682	0.0%	Shares	Sole	2021-02-10
2020-09-30	$250,870	1,682	-51.3%	Shares	Sole	2020-11-10
2020-03-31	$400,918	3,455	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.