Barnes Dennig Private Wealth Management LLC

Position in CAT — Caterpillar Inc

CIK 2058270 CINCINNATI, OH

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Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,996,628

+$929,342 QoQ

Shares Held

2,814

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.07%

of 13F equity value

Holder Rank

#1,573

of 4,045 holders

Holding Since

Mar 2025

6 quarters on record

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Barnes Dennig Private Wealth Management LLC holds $5,095,577 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,814	$2,996,628
2	DE	Deere & Co	3,304	$2,095,826
3	PCAR	Paccar Inc	26	$3,123

All Filings in CAT

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,996,628	2,814	-3.6%	Shares	Sole	2026-07-15
2026-03-31	$2,067,286	2,918	-2.7%	Shares	Sole	2026-04-22
2025-12-31	$1,718,610	3,000	-0.8%	Shares	Sole	2026-01-14
2025-09-30	$1,442,901	3,024	-5.2%	Shares	Sole	2025-10-23
2025-06-30	$1,238,001	3,189	+0.5%	Shares	Sole	2025-08-04
2025-03-31	$1,046,785	3,174	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.