Laird Norton Wetherby Trust Company, LLC

Bank

Position in CAT — Caterpillar Inc

CIK 723204 Seattle, WA

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Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,628,060

+$7,877,923 QoQ

Shares Held

21,249

+2.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#521

of 4,031 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Laird Norton Wetherby Trust Company, LLC holds $38,516,568 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	21,249	$22,628,060
2	PCAR	Paccar Inc	63,913	$7,677,229
3	DE	Deere & Co	12,090	$7,669,049
4	OSK	Oshkosh Corp	1,858	$285,165
5	CNH	CNH Industrial N.V.	22,891	$257,065

All Filings in CAT

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14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,628,060	21,249	+2.1%	Shares	Other	2026-08-14
2026-03-31	$14,750,137	20,820	-0.7%	Shares	Sole	2026-05-15
2025-12-31	$12,016,520	20,976	+515.7%	Shares	Other	2026-02-17
2023-09-30	$930,111	3,407	0.0%	Shares	Sole	2023-11-14
2023-06-30	$838,292	3,407	0.0%	Shares	Sole	2023-08-14
2023-03-31	$779,657	3,407	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$816,899	3,410	+0.2%	Shares	Sole	2023-02-14
2022-06-30	$608,499	3,404	-7.3%	Shares	Sole	2022-08-03
2022-03-31	$818,195	3,672	-2.9%	Shares	Sole	2022-05-06
2021-12-31	$781,890	3,782	-1.6%	Shares	Sole	2022-02-07
2021-09-30	$737,932	3,844	+3.5%	Shares	Sole	2021-11-12
2021-06-30	$808,495	3,715	-3.5%	Shares	Sole	2021-08-09
2021-03-31	$892,699	3,850	+1.6%	Shares	Sole	2021-05-13
2020-12-31	$689,491	3,788	—	Shares	Sole	2021-02-26
No filing history on record for this holder in this stock.