CSM Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1863523 WARRENDALE, PA

Position in CAT

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

Position Value

$63,986,646

+$13,946,700 QoQ

Shares Held

60,087

-14.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#300

of 4,051 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Industrials · as of Jun 30, 2026

CSM Advisors, LLC holds $93,666,219 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	60,087	$63,986,646
2	TEX	Terex Corp	158,690	$11,487,569
3	AEBI	Aebi Schmidt Holding AG	712,010	$8,935,725
4	ALG	Alamo Group Inc	28,168	$4,633,354
5	MTW	Manitowoc Co Inc	332,824	$4,622,925

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,986,646	60,087	-14.9%	Shares	Sole	2026-08-14
2026-03-31	$50,039,946	70,632	-3.0%	Shares	Sole	2026-05-15
2025-12-31	$41,734,725	72,852	+0.7%	Shares	Sole	2026-02-11
2025-09-30	$34,504,147	72,313	-19.0%	Shares	Sole	2025-11-14
2025-06-30	$34,678,022	89,328	+248.1%	Shares	Sole	2025-08-07
2025-03-31	$8,464,317	25,665	-24.2%	Shares	Sole	2025-05-14
2024-12-31	$12,275,798	33,840	-1.6%	Shares	Sole	2025-02-14
2024-09-30	$13,449,443	34,387	-4.8%	Shares	Sole	2024-11-14
2024-06-30	$12,032,238	36,122	+1.8%	Shares	Sole	2024-08-14
2024-03-31	$13,004,234	35,489	+2.3%	Shares	Sole	2024-05-15
2023-12-31	$10,259,453	34,699	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.