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CALDWELL SUTTER CAPITAL, INC.

Position in CAT — Caterpillar Inc

CIK 702007 SAUSALITO, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$8,512,810
+$2,717,608 QoQ
Shares Held
7,994
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
#942
of 4,031 holders
Holding Since
Dec 2022
15 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

CALDWELL SUTTER CAPITAL, INC. holds $8,736,030 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
7,994 $8,512,810

All Filings in CAT

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,512,810 7,994
2026-03-31 $5,795,202 8,180
2025-12-31 $4,926,109 8,599
2025-09-30 $4,168,382 8,736
2025-06-30 $3,573,861 9,206
2025-03-31 $3,054,607 9,262
2024-12-31 $3,358,432 9,258
2024-09-30 $3,663,621 9,367
2024-06-30 $3,370,305 10,118
2024-03-31 $3,991,888 10,894
2023-12-31 $3,586,477 12,130
2023-09-30 $3,298,932 12,084
2023-06-30 $3,097,769 12,590
2023-03-31 $2,203,042 9,627
2022-12-31 $1,970,381 8,225