Bleakley Financial Group, LLC

Position in CAT — Caterpillar Inc

CIK 1936953 PARSIPPANY, NJ

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$28,029,232

+$10,730,765 QoQ

Shares Held

26,321

+7.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#473

of 4,045 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $29,374,816 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (95.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	26,321	$28,029,232
2	PCAR	Paccar Inc	11,202	$1,345,584

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,029,232	26,321	+7.8%	Shares	Sole	2026-08-05
2026-03-31	$17,298,467	24,417	+4.2%	Shares	Sole	2026-05-04
2025-12-31	$13,418,906	23,424	+10.0%	Shares	Sole	2026-02-09
2025-09-30	$10,159,954	21,293	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$8,209,865	21,148	+7.1%	Shares	Sole	2025-07-30
2025-03-31	$6,512,890	19,748	+2.0%	Shares	Sole	2025-05-01
2024-12-31	$7,023,033	19,360	+0.7%	Shares	Sole	2025-01-27
2024-09-30	$7,518,890	19,224	+1.5%	Shares	Sole	2024-10-16
2024-06-30	$6,309,913	18,943	+0.9%	Shares	Sole	2024-08-12
2024-03-31	$6,882,654	18,783	+1.5%	Shares	Sole	2024-05-08
2023-12-31	$5,470,190	18,501	+0.6%	Shares	Sole	2024-01-25
2023-09-30	$5,022,654	18,398	-8.5%	Shares	Sole	2023-11-14
2023-06-30	$4,945,358	20,099	+0.5%	Shares	Sole	2023-08-14
2023-03-31	$4,578,173	20,006	+3.9%	Shares	Sole	2023-05-12
2022-12-31	$4,614,644	19,263	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.