BELLEVUE ASSET MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1801619 BELLEVUE, WA

Position in CAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$112,879

+$37,783 QoQ

Shares Held

106

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,889

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $541,445 across 6 Farm & Heavy Construction Machinery names. CAT ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	3,488	$418,978
2	CAT	Caterpillar Inc This page	106	$112,879
3	TWI	Titan International Inc	381	$2,937
4	TEX	Terex Corp	40	$2,895
5	LNN	Lindsay Corp	19	$2,352
6	WNC	WABASH NATIONAL Corp	104	$1,404

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,879	106	0.0%	Shares	Sole	2026-08-04
2026-03-31	$75,096	106	0.0%	Shares	Sole	2026-04-24
2025-12-31	$60,724	106	0.0%	Shares	Sole	2026-01-23
2025-09-30	$50,577	106	0.0%	Shares	Sole	2025-11-04
2025-06-30	$41,150	106	0.0%	Shares	Sole	2025-07-23
2025-03-31	$34,958	106	0.0%	Shares	Sole	2025-04-28
2024-12-31	$38,452	106	0.0%	Shares	Sole	2025-02-06
2024-09-30	$41,458	106	0.0%	Shares	Sole	2024-10-25
2024-06-30	$35,308	106	0.0%	Shares	Sole	2024-07-31
2024-03-31	$38,841	106	-15.2%	Shares	Sole	2024-04-26
2023-12-31	$36,958	125	+0.8%	Shares	Sole	2024-02-06
2023-09-30	$33,852	124	0.0%	Shares	Sole	2023-10-25
2023-06-30	$30,510	124	+0.8%	Shares	Sole	2023-07-31
2023-03-31	$28,147	123	0.0%	Shares	Sole	2023-05-09
2022-12-31	$29,465	123	+0.8%	Shares	Sole	2023-01-23
2022-09-30	$20,017	122	+19.6%	Shares	Sole	2022-11-07
2022-06-30	$18,233	102	+1.0%	Shares	Sole	2022-08-12
2022-03-31	$22,504	101	0.0%	Shares	Sole	2022-05-11
2021-12-31	$20,880	101	+1.0%	Shares	Sole	2022-02-03
2021-09-30	$19,197	100	0.0%	Shares	Sole	2021-11-05
2021-06-30	$21,763	100	-45.4%	Shares	Sole	2021-08-09
2021-03-31	$42,432	183	0.0%	Shares	Other	2021-05-12
2020-12-31	$33,309	183	0.0%	Shares	Other	2021-02-11
2020-09-30	$27,294	183	-5.2%	Shares	Other	2020-11-12
2020-06-30	$24,414	193	+4.3%	Shares	Other	2020-07-31
2020-03-31	$21,467	185	—	Shares	Other	2020-05-13
No filing history on record for this holder in this stock.