Badgley Phelps Wealth Managers, LLC

Position in CAT — Caterpillar Inc

CIK 1895362 SEATTLE, WA

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$67,575,359

+$24,645,517 QoQ

Shares Held

63,457

+4.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#288

of 4,031 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Industrials · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $89,943,882 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	63,457	$67,575,359
2	PCAR	Paccar Inc	157,047	$18,864,485
3	DE	Deere & Co	5,524	$3,504,038

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,575,359	63,457	+4.7%	Shares	Sole	2026-07-31
2026-03-31	$42,929,842	60,596	-15.4%	Shares	Sole	2026-04-15
2025-12-31	$41,015,773	71,597	+3.9%	Shares	Sole	2026-01-28
2025-09-30	$32,883,746	68,917	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$26,458,064	68,154	+0.9%	Shares	Sole	2025-07-16
2025-03-31	$22,272,053	67,532	+0.5%	Shares	Sole	2025-04-30
2024-12-31	$24,365,500	67,167	+0.7%	Shares	Sole	2025-02-11
2024-09-30	$26,074,797	66,667	+1.6%	Shares	Sole	2024-10-18
2024-06-30	$21,855,357	65,612	-18.1%	Shares	Sole	2024-08-14
2024-03-31	$29,367,164	80,144	+1.8%	Shares	Sole	2024-05-15
2023-12-31	$23,284,308	78,751	+9.2%	Shares	Sole	2024-02-14
2023-09-30	$19,687,941	72,117	+2.6%	Shares	Sole	2023-11-02
2023-06-30	$17,301,989	70,319	+1.8%	Shares	Sole	2023-08-15
2023-03-31	$15,811,928	69,096	+3.1%	Shares	Sole	2023-04-28
2022-12-31	$16,057,706	67,030	+2.4%	Shares	Sole	2023-01-27
2022-09-30	$10,740,512	65,459	+2.6%	Shares	Sole	2022-11-09
2022-06-30	$11,401,670	63,782	+3.5%	Shares	Sole	2022-08-01
2022-03-31	$13,736,630	61,649	+22.1%	Shares	Sole	2022-05-09
2021-12-31	$10,437,682	50,487	-22.4%	Shares	Sole	2022-02-08
2021-09-30	$12,495,327	65,090	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.