Stiles Financial Services Inc

Position in CAT — Caterpillar Inc

CIK 1904832 EDINA, MN

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,388,511

+$1,116,480 QoQ

Shares Held

3,182

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,474

of 4,031 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Stiles Financial Services Inc holds $5,082,327 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,182	$3,388,511
2	DE	Deere & Co	1,695	$1,075,189
3	PCAR	Paccar Inc	3,314	$398,077
4	OSK	Oshkosh Corp	1,437	$220,550

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,388,511	3,182	-0.8%	Shares	Sole	2026-08-12
2026-03-31	$2,272,031	3,207	+1.0%	Shares	Sole	2026-04-30
2025-12-31	$1,818,862	3,175	-6.0%	Shares	Sole	2026-02-03
2025-09-30	$1,612,289	3,379	+5.0%	Shares	Sole	2025-10-30
2025-06-30	$1,248,871	3,217	+3.9%	Shares	Sole	2025-07-24
2025-03-31	$1,021,060	3,096	+7.5%	Shares	Sole	2025-04-22
2024-12-31	$1,044,748	2,880	+5.3%	Shares	Sole	2025-01-28
2024-09-30	$1,070,104	2,736	+4.3%	Shares	Sole	2024-10-31
2024-06-30	$874,054	2,624	+0.1%	Shares	Sole	2024-08-01
2024-03-31	$960,413	2,621	-1.7%	Shares	Sole	2024-04-30
2023-12-31	$787,960	2,665	-3.8%	Shares	Sole	2024-01-26
2023-09-30	$756,483	2,771	-5.4%	Shares	Sole	2023-11-08
2023-06-30	$720,434	2,928	-2.4%	Shares	Sole	2023-07-21
2023-03-31	$686,291	2,999	-10.6%	Shares	Sole	2023-05-11
2022-12-31	$803,244	3,353	-8.5%	Shares	Sole	2023-01-27
2022-09-30	$601,353	3,665	-1.5%	Shares	Sole	2022-11-02
2022-06-30	$664,808	3,719	+0.4%	Shares	Sole	2022-07-26
2022-03-31	$825,770	3,706	+2.8%	Shares	Sole	2022-05-06
2021-12-31	$745,090	3,604	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.