Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,939,965
+$20,021,443 QoQ
Shares Held
57,226
-0.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#305
of 4,031 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 85%
Shared 3%
None 12%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $82,320,213 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
57,226 | $60,939,965 | |
| 2 | DE |
Deere & Co
|
29,294 | $18,582,062 | |
| 3 | TEX |
Terex Corp
|
15,623 | $1,130,948 | |
| 4 | PCAR |
Paccar Inc
|
7,901 | $949,068 | |
| 5 | OSK |
Oshkosh Corp
|
1,664 | $255,390 | |
| 6 | MTW |
Manitowoc Co Inc
|
16,875 | $234,393 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
15,095 | $228,387 |
All Filings in CAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,939,965 | 57,226 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,918,522 | 57,757 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $31,651,066 | 55,250 | Shares | Other | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||