Wedmont Private Capital

Position in CAT — Caterpillar Inc

CIK 1904274 WEST CHESTER, PA

Position in CAT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$10,661,778

+$4,631,367 QoQ

Shares Held

10,012

+17.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#824

of 4,031 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Wedmont Private Capital holds $13,830,754 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	10,012	$10,661,778
2	DE	Deere & Co	3,393	$2,152,281
3	PCAR	Paccar Inc	8,464	$1,016,695

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,661,778	10,012	+17.6%	Shares	Sole	2026-07-13
2026-03-31	$6,030,411	8,512	+4.0%	Shares	Sole	2026-04-09
2025-12-31	$4,690,086	8,187	+1.3%	Shares	Sole	2026-01-08
2025-09-30	$3,857,280	8,084	+6.7%	Shares	Sole	2025-10-08
2025-06-30	$2,939,914	7,573	+5.9%	Shares	Sole	2025-07-10
2025-03-31	$2,357,410	7,148	-2.5%	Shares	Sole	2025-04-14
2024-12-31	$2,659,393	7,331	+7.1%	Shares	Sole	2025-01-13
2024-09-30	$2,677,607	6,846	+10.9%	Shares	Sole	2024-10-08
2024-06-30	$2,056,559	6,174	-4.6%	Shares	Sole	2024-07-15
2024-03-31	$2,372,267	6,474	+11.0%	Shares	Sole	2024-04-10
2023-12-31	$1,724,938	5,834	+29.1%	Shares	Sole	2024-01-09
2023-09-30	$1,233,414	4,518	+13.1%	Shares	Sole	2023-10-10
2023-06-30	$982,969	3,995	+7.8%	Shares	Sole	2023-07-17
2023-03-31	$848,081	3,706	+9.0%	Shares	Sole	2023-04-11
2022-12-31	$814,504	3,400	+7.3%	Shares	Sole	2023-01-09
2022-09-30	$520,133	3,170	+9.9%	Shares	Sole	2022-10-03
2022-06-30	$515,722	2,885	+17.7%	Shares	Sole	2022-07-11
2022-03-31	$546,131	2,451	+8.0%	Shares	Sole	2022-04-05
2021-12-31	$469,093	2,269	—	Shares	Sole	2022-01-14
No filing history on record for this holder in this stock.