Forum Financial Management, LP

Position in CAT — Caterpillar Inc

CIK 1911832 LOMBARD, IL

Position in CAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,493,818

+$2,045,035 QoQ

Shares Held

5,159

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#1,168

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

Forum Financial Management, LP holds $13,627,763 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	12,034	$7,633,526
2	CAT	Caterpillar Inc This page	5,159	$5,493,818
3	PCAR	Paccar Inc	4,166	$500,419

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,493,818	5,159	+6.0%	Shares	Sole	2026-07-23
2026-03-31	$3,448,783	4,868	-38.5%	Shares	Other	2026-04-23
2025-12-31	$4,533,692	7,914	+4.8%	Shares	Sole	2026-01-27
2025-09-30	$3,603,436	7,552	+2.0%	Shares	Other	2025-10-24
2025-06-30	$2,873,142	7,401	+3.1%	Shares	Sole	2025-07-30
2025-03-31	$2,366,974	7,177	+1.8%	Shares	Sole	2025-05-02
2024-12-31	$2,556,732	7,048	+14.5%	Shares	Other	2025-02-20
2024-09-30	$2,406,561	6,153	-0.9%	Shares	Sole	2024-10-29
2024-06-30	$2,068,551	6,210	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$2,268,201	6,190	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$1,850,894	6,260	-5.0%	Shares	Sole	2024-02-07
2023-09-30	$1,798,524	6,588	+31.0%	Shares	Sole	2023-11-06
2023-06-30	$1,237,385	5,029	+16.1%	Shares	Sole	2023-07-26
2023-03-31	$991,563	4,333	-2.3%	Shares	Sole	2023-04-19
2022-12-31	$1,062,688	4,436	-0.1%	Shares	Sole	2023-01-24
2022-09-30	$728,679	4,441	-11.7%	Shares	Sole	2022-11-07
2022-06-30	$899,520	5,032	+4.3%	Shares	Sole	2022-08-15
2022-03-31	$1,074,660	4,823	-2.2%	Shares	Sole	2022-05-16
2021-12-31	$1,019,434	4,931	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.