STEPHENS INC /AR/

Position in CAT — Caterpillar Inc

CIK 757657 LITTLE ROCK, AR

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Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$60,547,019

+$20,656,471 QoQ

Shares Held

56,857

+1.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#306

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

STEPHENS INC /AR/ holds $65,563,126 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	56,857	$60,547,019
2	DE	Deere & Co	6,724	$4,265,234
3	PCAR	Paccar Inc	4,452	$534,774
4	OSK	Oshkosh Corp	1,408	$216,099

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,547,019	56,857	+1.0%	Shares	Defined	2026-07-29
2026-03-31	$39,890,548	56,306	-3.3%	Shares	Defined	2026-04-28
2025-12-31	$33,365,667	58,243	-4.8%	Shares	Defined	2026-02-05
2025-09-30	$29,180,108	61,155	-10.9%	Shares	Defined	2025-10-27
2025-06-30	$26,649,840	68,648	-2.6%	Shares	Defined	2025-07-29
2025-03-31	$23,241,335	70,471	-22.8%	Shares	Defined	2025-05-01
2024-12-31	$33,134,498	91,340	-0.2%	Shares	Defined	2025-01-28
2024-09-30	$35,799,995	91,532	+1.6%	Shares	Defined	2024-10-28
2024-06-30	$30,003,316	90,073	-3.7%	Shares	Defined	2024-08-06
2024-03-31	$34,265,602	93,512	+5.1%	Shares	Defined	2024-05-15
2023-12-31	$26,297,185	88,941	+6.0%	Shares	Defined	2024-02-13
2023-09-30	$22,914,801	83,937	+2.1%	Shares	Defined	2023-11-14
2023-06-30	$20,236,136	82,244	+11.5%	Shares	Defined	2023-08-14
2023-03-31	$16,877,865	73,754	-4.9%	Shares	Defined	2023-05-15
2022-12-31	$18,586,262	77,585	+6.8%	Shares	Defined	2023-02-14
2022-09-30	$11,917,458	72,632	-0.3%	Shares	Defined	2022-11-02
2022-06-30	$13,019,627	72,833	+1.0%	Shares	Defined	2022-08-03
2022-03-31	$16,070,892	72,125	-13.9%	Shares	Defined	2022-05-04
2021-12-31	$17,315,508	83,755	+14.6%	Shares	Defined	2022-03-07
2021-09-30	$14,032,623	73,098	+8.3%	Shares	Defined	2021-10-27
2021-06-30	$14,688,501	67,493	-11.4%	Shares	Defined	2021-08-12
2021-03-31	$17,667,102	76,194	+6.5%	Shares	Defined	2021-05-14
2020-12-31	$13,016,978	71,514	+0.0%	Shares	Defined	2021-02-10
2020-09-30	$10,663,628	71,496	+0.1%	Shares	Defined	2020-11-13
2020-06-30	$9,039,437	71,458	+0.9%	Shares	Defined	2020-08-24
2020-03-31	$8,215,748	70,801	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.