Deseret Mutual Benefit Administrators

Position in CAT — Caterpillar Inc

CIK 1789351 SALT LAKE CITY, UT

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,390,582

+$1,150,086 QoQ

Shares Held

4,123

-9.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.85%

of 13F equity value

Holder Rank

#1,316

of 4,031 holders

Holding Since

Jun 2021

21 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

Deseret Mutual Benefit Administrators holds $5,040,274 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (87.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	4,123	$4,390,582
2	DE	Deere & Co	585	$371,083
3	PCAR	Paccar Inc	1,494	$179,459
4	CNH	CNH Industrial N.V.	4,832	$54,263
5	AGCO	Agco Corp /De	375	$44,887

All Filings in CAT

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,390,582	4,123	-9.9%	Shares	Sole	2026-08-14
2026-03-31	$3,240,496	4,574	+148.6%	Shares	Sole	2026-05-08
2025-12-31	$1,054,080	1,840	-0.3%	Shares	Sole	2026-02-11
2025-09-30	$880,818	1,846	-0.7%	Shares	Sole	2025-10-31
2025-06-30	$721,682	1,859	0.0%	Shares	Sole	2025-08-04
2025-03-31	$613,098	1,859	+2.1%	Shares	Sole	2025-04-25
2024-12-31	$660,585	1,821	-3.2%	Shares	Sole	2025-02-03
2024-09-30	$735,696	1,881	-20.5%	Shares	Sole	2024-10-31
2024-06-30	$787,781	2,365	+0.1%	Shares	Sole	2024-08-02
2024-03-31	$865,507	2,362	+7.5%	Shares	Sole	2024-05-09
2023-12-31	$649,882	2,198	-26.2%	Shares	Sole	2024-02-13
2023-09-30	$812,994	2,978	-6.9%	Shares	Sole	2023-11-09
2023-06-30	$787,360	3,200	+0.6%	Shares	Sole	2023-08-07
2023-03-31	$727,940	3,181	-1.5%	Shares	Sole	2023-05-09
2022-12-31	$773,539	3,229	-43.3%	Shares	Sole	2023-02-13
2022-09-30	$934,927	5,698	-16.4%	Shares	Sole	2022-11-03
2022-06-30	$1,217,891	6,813	+10.2%	Shares	Sole	2022-08-05
2022-03-31	$1,378,141	6,185	-12.7%	Shares	Sole	2022-05-11
2021-12-31	$1,463,925	7,081	+2.1%	Shares	Sole	2022-02-09
2021-09-30	$1,331,695	6,937	+124.1%	Shares	Sole	2021-11-04
2021-06-30	$673,782	3,096	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.