FIDELIS CAPITAL PARTNERS, LLC

Position in CAT — Caterpillar Inc

CIK 1962755 TAMPA, FL

Position in CAT

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

Position Value

$16,925,520

+$6,334,043 QoQ

Shares Held

15,894

+6.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#629

of 4,031 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Industrials · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $20,571,404 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	15,894	$16,925,520
2	DE	Deere & Co	4,229	$2,682,581
3	PCAR	Paccar Inc	3,735	$448,648
4	OSK	Oshkosh Corp	1,884	$289,156
5	FSS	Federal Signal Corp /De/	1,755	$225,499

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,925,520	15,894	+6.3%	Shares	Sole	2026-08-13
2026-03-31	$10,591,477	14,950	+9.3%	Shares	Sole	2026-05-06
2025-12-31	$7,838,007	13,682	+17.0%	Shares	Sole	2026-02-09
2025-09-30	$5,581,223	11,697	+14.2%	Shares	Sole	2025-11-03
2025-06-30	$3,977,211	10,245	+2.8%	Shares	Sole	2025-08-07
2025-03-31	$3,288,106	9,970	-0.3%	Shares	Sole	2025-05-01
2024-12-31	$3,629,413	10,005	+15.2%	Shares	Sole	2025-02-06
2024-09-30	$3,396,486	8,684	+5.5%	Shares	Sole	2024-10-25
2024-06-30	$2,740,746	8,228	+32.0%	Shares	Sole	2024-08-13
2024-03-31	$2,283,225	6,231	+42.6%	Shares	Sole	2024-05-06
2023-12-31	$1,292,077	4,370	+42.0%	Shares	Sole	2024-01-31
2023-09-30	$840,294	3,078	+4.5%	Shares	Sole	2023-11-08
2023-06-30	$724,617	2,945	+1.2%	Shares	Sole	2023-08-10
2023-03-31	$665,924	2,910	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.