Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,811,277
+$1,265,072 QoQ
Shares Held
3,579
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,402
of 4,031 holders
Holding Since
Dec 2021
19 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, 2026Missouri Trust & Investment Co holds $4,372,659 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,579 | $3,811,277 | |
| 2 | DE |
Deere & Co
|
885 | $561,382 |
All Filings in CAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,811,277 | 3,579 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,546,205 | 3,594 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,073,216 | 3,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,741,120 | 3,649 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,416,578 | 3,649 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,205,089 | 3,654 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,338,221 | 3,689 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,442,841 | 3,689 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,230,471 | 3,694 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,357,256 | 3,704 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $999,068 | 3,379 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $949,767 | 3,479 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $858,468 | 3,489 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $510,084 | 2,229 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $580,693 | 2,424 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $338,661 | 2,064 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $368,960 | 2,064 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $459,900 | 2,064 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $477,362 | 2,309 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||