Parcion Private Wealth LLC

Position in CAT — Caterpillar Inc

CIK 1801263 BELLEVUE, WA

Position in CAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,851,448

+$2,943,601 QoQ

Shares Held

8,312

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#921

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Parcion Private Wealth LLC holds $41,821,694 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	224,242	$26,935,949
2	CAT	Caterpillar Inc This page	8,312	$8,851,448
3	DE	Deere & Co	7,148	$4,534,189
4	OSK	Oshkosh Corp	8,520	$1,307,649
5	CNH	CNH Industrial N.V.	17,138	$192,459

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,851,448	8,312	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$5,907,847	8,339	-57.9%	Shares	Sole	2026-04-22
2025-12-31	$11,350,846	19,814	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$9,669,443	20,265	+0.6%	Shares	Other	2025-10-14
2025-06-30	$7,822,431	20,150	+1.1%	Shares	Other	2025-07-30
2025-03-31	$6,570,934	19,924	+1.4%	Shares	Other	2025-05-02
2024-12-31	$7,125,694	19,643	-0.2%	Shares	Other	2025-02-03
2024-09-30	$7,700,369	19,688	+21.5%	Shares	Other	2024-10-23
2024-06-30	$5,398,884	16,208	-2.7%	Shares	Other	2024-08-06
2024-03-31	$6,103,257	16,656	-3.6%	Shares	Other	2024-04-24
2023-12-31	$5,110,655	17,285	+0.5%	Shares	Other	2024-01-23
2023-09-30	$4,695,327	17,199	+1.0%	Shares	Sole	2023-10-27
2023-06-30	$4,189,985	17,029	+2.4%	Shares	Sole	2023-08-02
2023-03-31	$3,806,524	16,634	+7.2%	Shares	Sole	2023-05-11
2022-12-31	$3,718,449	15,522	-1.0%	Shares	Sole	2023-02-10
2022-09-30	$2,572,938	15,681	+4.7%	Shares	Other	2022-10-14
2022-06-30	$2,678,181	14,982	+407.2%	Shares	Other	2022-08-12
2022-03-31	$643,612	2,954	+2.0%	Shares	Other	2022-05-06
2021-12-31	$598,718	2,896	-32.0%	Shares	Other	2022-02-08
2021-09-30	$817,407	4,258	-2.6%	Shares	Other	2021-11-15
2021-06-30	$951,478	4,372	+4.8%	Shares	Sole	2021-07-30
2021-03-31	$967,361	4,172	-1.8%	Shares	Sole	2021-04-08
2020-12-31	$773,220	4,248	+1.8%	Shares	Sole	2021-02-11
2020-09-30	$622,253	4,172	-20.9%	Shares	Sole	2020-10-20
2020-06-30	$666,908	5,272	-2.7%	Shares	Sole	2020-07-21
2020-03-31	$628,936	5,420	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.