Operose Advisors LLC

Position in CAT — Caterpillar Inc

CIK 1909750 MILWAUKEE, WI

Position in CAT

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

Position Value

$1,987,103

+$658,033 QoQ

Shares Held

1,866

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#1,905

of 4,045 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Operose Advisors LLC holds $2,425,574 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,866	$1,987,103
2	DE	Deere & Co	625	$396,456
3	WNC	WABASH NATIONAL Corp	2,000	$27,000
4	PCAR	Paccar Inc	125	$15,015

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,987,103	1,866	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$1,329,070	1,876	+2.9%	Shares	Sole	2026-05-12
2025-12-31	$1,044,914	1,824	+1.7%	Shares	Sole	2026-02-10
2025-09-30	$855,529	1,793	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$694,507	1,789	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$588,693	1,785	+0.3%	Shares	Sole	2025-05-12
2024-12-31	$645,712	1,780	-6.7%	Shares	Sole	2025-02-13
2024-09-30	$745,865	1,907	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$633,556	1,902	+16.7%	Shares	Sole	2024-08-08
2024-03-31	$597,280	1,630	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$480,463	1,625	-21.3%	Shares	Sole	2024-02-12
2023-09-30	$564,018	2,066	+29.7%	Shares	Sole	2023-11-13
2023-06-30	$391,957	1,593	+1.1%	Shares	Sole	2023-08-09
2023-03-31	$360,651	1,576	+0.4%	Shares	Sole	2023-05-09
2022-12-31	$376,109	1,570	+0.4%	Shares	Sole	2023-02-13
2022-09-30	$256,621	1,564	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$278,329	1,557	+0.4%	Shares	Sole	2022-08-11
2022-03-31	$345,593	1,551	+0.5%	Shares	Sole	2022-05-12
2021-12-31	$319,206	1,544	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.