Princeton Global Asset Management LLC

Position in CAT — Caterpillar Inc

CIK 1767349 PRINCETON, NJ

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Position in CAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$576,110

+$123,405 QoQ

Shares Held

541

-15.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,975

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Princeton Global Asset Management LLC holds $1,247,948 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	1,033	$655,262
2	CAT	Caterpillar Inc This page	541	$576,110
3	PCAR	Paccar Inc	138	$16,576

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	$576,110	541	-15.3%	Shares	Sole	2026-07-16
2026-03-31	$452,705	639	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$364,918	637	+14.0%	Shares	Sole	2026-01-20
2025-09-30	$266,726	559	0.0%	Shares	Sole	2025-10-09
2025-06-30	$217,009	559	+33.1%	Shares	Sole	2025-07-30
2025-03-31	$138,516	420	-24.3%	Shares	Sole	2025-04-11
2024-12-31	$201,331	555	0.0%	Shares	Sole	2025-01-24
2024-09-30	$217,071	555	0.0%	Shares	Sole	2024-10-29
2024-06-30	$184,870	555	0.0%	Shares	Sole	2024-08-12
2024-03-31	$203,368	555	-86.9%	Shares	Sole	2024-04-29
2023-12-31	$1,252,458	4,236	+1.2%	Shares	Sole	2024-01-22
2023-09-30	$1,142,505	4,185	-4.6%	Shares	Sole	2023-10-27
2023-06-30	$1,078,929	4,385	-0.7%	Shares	Sole	2023-08-04
2023-03-31	$1,010,328	4,415	-3.7%	Shares	Sole	2023-04-20
2022-12-31	$1,098,382	4,585	-4.8%	Shares	Sole	2023-02-06
2022-09-30	$790,045	4,815	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$884,862	4,950	-6.8%	Shares	Sole	2022-08-04
2022-03-31	$1,183,174	5,310	-9.0%	Shares	Sole	2022-05-06
2021-12-31	$1,206,327	5,835	+236.3%	Shares	Sole	2022-02-02
2021-09-30	$333,067	1,735	-18.7%	Shares	Sole	2021-11-08
2021-06-30	$464,640	2,135	-70.9%	Shares	Sole	2021-08-04
2021-03-31	$1,704,012	7,349	+19.5%	Shares	Sole	2021-05-11
2020-12-31	$1,119,423	6,150	+3.4%	Shares	Sole	2021-02-09
2020-09-30	$887,442	5,950	-6.7%	Shares	Sole	2020-10-27
2020-06-30	$806,690	6,377	+439.5%	Shares	Sole	2020-08-11
2020-03-31	$137,159	1,182	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.