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HAZLETT, BURT & WATSON, INC.

Position in CAT — Caterpillar Inc

CIK 46392 WHEELING, WV

Position in CAT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$4,403,344
+$1,699,166 QoQ
Shares Held
4,135
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#1,314
of 4,031 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

HAZLETT, BURT & WATSON, INC. holds $5,133,482 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (85.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
4,135 $4,403,344

All Filings in CAT

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,403,344 4,135
2026-03-31 $2,704,178 3,817
2025-12-31 $2,141,948 3,739
2025-09-30 $1,834,638 3,859
2025-06-30 $1,589,316 4,094
2025-03-31 $1,155,620 3,525
2024-12-31 $1,247,532 3,460
2024-09-30 $1,233,584 3,160
2024-06-30 $1,012,956 3,055
2024-03-31 $1,081,693 2,952
2023-12-31 $882,867 3,001
2023-09-30 $805,623 2,951
2023-06-30 $728,545 2,961
2023-03-31 $671,651 2,976
2022-12-31 $747,914 3,167
2022-09-30 $512,909 3,126
2022-06-30 $562,374 3,146
2022-03-31 $709,452 3,184