COMPASS FINANCIAL MANAGEMENT LLC

Position in CAT — Caterpillar Inc

CIK 2148724 TAMPA, FL

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,190,204

New position

Shares Held

6,752

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#1,026

of 4,031 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $7,820,891 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	6,752	$7,190,204
2	BLBD	Blue Bird Corp	4,439	$350,503
3	DE	Deere & Co	317	$201,082
4	FSS	Federal Signal Corp /De/	385	$49,468
5	PCAR	Paccar Inc	210	$25,225
6	WNC	WABASH NATIONAL Corp	300	$4,050
7	AGCO	Agco Corp /De	3	$359

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,190,204	6,752	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.