BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in CAT — Caterpillar Inc

CIK 2010186 CINCINNATI, OH

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,915,519

+$2,091,252 QoQ

Shares Held

5,555

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,130

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $135,505,712 across 6 Farm & Heavy Construction Machinery names. CAT ranks #2 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	201,866	$128,049,659
2	CAT	Caterpillar Inc This page	5,555	$5,915,519
3	PCAR	Paccar Inc	10,597	$1,272,911
4	FSS	Federal Signal Corp /De/	1,290	$165,752
5	AGCO	Agco Corp /De	808	$96,717
6	CNH	CNH Industrial N.V.	459	$5,154

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,915,519	5,555	+2.9%	Shares	Sole	2026-07-24
2026-03-31	$3,824,267	5,398	-3.1%	Shares	Sole	2026-05-06
2025-12-31	$3,190,313	5,569	+0.0%	Shares	Sole	2026-01-22
2025-09-30	$2,656,294	5,567	+2.8%	Shares	Sole	2025-10-09
2025-06-30	$2,101,380	5,413	-8.6%	Shares	Sole	2025-07-18
2025-03-31	$1,954,065	5,925	-2.7%	Shares	Sole	2025-04-24
2024-12-31	$2,209,933	6,092	0.0%	Shares	Sole	2025-01-17
2024-09-30	$2,382,703	6,092	-17.7%	Shares	Sole	2024-10-17
2024-06-30	$2,466,938	7,406	+43.9%	Shares	Sole	2024-07-12
2024-03-31	$1,886,381	5,148	+2.2%	Shares	Sole	2024-05-09
2023-12-31	$1,489,289	5,037	-8.5%	Shares	Sole	2024-02-14
2023-09-30	$1,502,319	5,503	+17.1%	Shares	Sole	2024-02-14
2023-06-30	$1,156,435	4,700	+85.6%	Shares	Sole	2024-02-14
2023-03-31	$579,651	2,533	-7.3%	Shares	Sole	2024-02-14
2022-12-31	$654,717	2,733	-0.5%	Shares	Sole	2024-02-14
2022-09-30	$450,563	2,746	+0.4%	Shares	Sole	2024-02-14
2022-06-30	$489,087	2,736	+0.5%	Shares	Sole	2024-02-14
2022-03-31	$606,738	2,723	+7.2%	Shares	Sole	2024-02-14
2021-12-31	$525,119	2,540	0.0%	Shares	Sole	2024-02-14
2021-09-30	$487,603	2,540	-0.7%	Shares	Sole	2024-02-14
2021-06-30	$556,479	2,557	+6.2%	Shares	Sole	2024-02-14
2021-03-31	$558,111	2,407	+2.6%	Shares	Sole	2024-02-14
2020-12-31	$427,200	2,347	+19.6%	Shares	Sole	2024-02-13
2020-09-30	$292,632	1,962	0.0%	Shares	Sole	2024-02-13
2020-06-30	$248,193	1,962	+2.6%	Shares	Sole	2024-02-13
2020-03-31	$221,868	1,912	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.