TIAA Wealth Investment Management LLC

Position in CAT — Caterpillar Inc

CIK 2124867 New York, NY

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,204,165

+$1,910,536 QoQ

Shares Held

4,887

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,205

of 4,031 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

TIAA Wealth Investment Management LLC holds $6,561,026 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	4,887	$5,204,165
2	DE	Deere & Co	2,025	$1,284,517
3	PCAR	Paccar Inc	601	$72,191
4	OSK	Oshkosh Corp	1	$153

All Filings in CAT

Export CSV

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,204,165	4,887	+5.1%	Shares	Defined	2026-08-10
2026-03-31	$3,293,629	4,649	—	Shares	Defined	2026-05-12
No filing history on record for this holder in this stock.