Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,083,719
+$7,453,693 QoQ
Shares Held
23,555
-5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#496
of 4,031 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Blue Trust, Inc. holds $27,480,623 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
23,555 | $25,083,719 | |
| 2 | DE |
Deere & Co
|
2,893 | $1,835,116 | |
| 3 | PCAR |
Paccar Inc
|
1,191 | $143,062 | |
| 4 | TEX |
Terex Corp
|
1,632 | $118,140 | |
| 5 | AGCO |
Agco Corp /De
|
915 | $109,525 | |
| 6 | FSS |
Federal Signal Corp /De/
|
543 | $69,769 | |
| 7 | OSK |
Oshkosh Corp
|
380 | $58,321 | |
| 8 | BLBD |
Blue Bird Corp
|
733 | $57,877 |
All Filings in CAT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,083,719 | 23,555 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,630,026 | 24,885 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $14,819,572 | 25,869 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $11,197,278 | 23,467 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $9,229,304 | 23,774 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $8,033,927 | 24,360 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,726,528 | 15,786 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $7,072,622 | 18,083 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,259,315 | 15,789 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,430,858 | 14,821 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $4,899,842 | 16,572 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $4,091 | 16,626 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $4,016,027 | 16,322 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,771,740 | 16,482 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $2,828 | 17,238 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $2,797,071 | 17,047 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $3,012,820 | 16,854 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||