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Equibles

NBC SECURITIES, INC.

Broker-Dealer

Position in CAT — Caterpillar Inc

CIK 791540 BIRMINGHAM, AL
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$4,470,450
+$1,511,213 QoQ
Shares Held
4,198
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,310
of 4,051 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% 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

NBC SECURITIES, INC. holds $8,607,910 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (51.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		4,198 $4,470,450
2 OSK
Oshkosh Corp
 9,221 $1,415,239
3 DE
Deere & Co
 1,625 $1,030,786
4 AGCO
Agco Corp /De
 5,998 $717,960
5 CNH
CNH Industrial N.V.
 45,857 $514,974
6 HY
Hyster-Yale, Inc.
 8,405 $294,679
7 ASTE
Astec Industries Inc
 2,214 $135,474
8 PCAR
Paccar Inc
 236 $28,348

All Filings in CAT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,470,450 4,198
2026-03-31 $2,959,237 4,177
2025-12-31 $2,460,476 4,295
2025-09-30 $2,025,024 4,244
2025-06-30 $1,691,042 4,356
2025-03-31 $1,443,204 4,376
2024-12-31 $2,176 6
2024-09-30 $2,546,973 6,512
2024-06-30 $2,263,081 6,794
2024-03-31 $2,342,586 6,393
2023-12-31 $1,991,337 6,735
2023-09-30 $1,835,379 6,723