JONES FINANCIAL COMPANIES LLLP

Position in CAT — Caterpillar Inc

CIK 815917 DES PERES, MO

Position in CAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$162,738,220

+$94,587,315 QoQ

Shares Held

229,707

+93.1% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.62476981546057.ToString("F0")% Shared 0.ToString("F0")% None 1.375230184539435.ToString("F0")%

Industrials · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $557,089,645 across 22 Farm & Heavy Construction Machinery names. CAT ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	453,252	$255,316,851
2	CAT	Caterpillar Inc This page	229,707	$162,738,220
3	PCAR	Paccar Inc	1,058,947	$122,308,378
4	CNH	CNH Industrial N.V.	980,716	$10,787,876
5	FSS	Federal Signal Corp /De/	19,152	$2,071,096
6	BLBD	Blue Bird Corp	17,181	$975,708
7	OSK	Oshkosh Corp	5,956	$876,782
8	TEX	Terex Corp	11,964	$707,072

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$162,738,220	229,707	+93.1%	Shares	Sole	2026-05-15
2025-12-31	$68,150,905	118,964	+10.4%	Shares	Sole	2026-02-17
2025-09-30	$51,413,866	107,752	+14.0%	Shares	Sole	2025-11-04
2025-06-30	$36,693,996	94,521	+33.8%	Shares	Sole	2025-08-13
2025-03-31	$23,290,805	70,621	+32.0%	Shares	Sole	2025-05-28
2024-12-31	$19,406,934	53,498	+38.1%	Shares	Sole	2025-02-06
2024-09-30	$15,155,508	38,749	+126.7%	Shares	Sole	2024-11-12
2024-06-30	$5,693,678	17,093	+253.5%	Shares	Sole	2024-08-14
2024-03-31	$1,772,054	4,836	+83.4%	Shares	Sole	2024-05-14
2023-12-31	$779,681	2,637	+3.5%	Shares	Sole	2024-02-13
2023-09-30	$695,604	2,548	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$619,061	2,516	-3.2%	Shares	Sole	2023-08-09
2023-03-31	$594,984	2,600	-5.0%	Shares	Sole	2023-05-11
2022-12-31	$655,915	2,738	+2.6%	Shares	Sole	2023-02-13
2022-09-30	$437,929	2,669	+11.6%	Shares	Sole	2022-11-03
2022-06-30	$427,593	2,392	+16.2%	Shares	Sole	2022-08-08
2022-03-31	$458,563	2,058	-3.7%	Shares	Sole	2022-05-02
2021-12-31	$441,596	2,136	-12.7%	Shares	Sole	2022-02-11
2021-09-30	$469,750	2,447	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$528,188	2,427	-18.9%	Shares	Sole	2021-08-12
2021-03-31	$693,986	2,993	+18.4%	Shares	Sole	2021-04-30
2020-12-31	$460,146	2,528	+32.8%	Shares	Sole	2021-02-08
2020-09-30	$283,832	1,903	+11.5%	Shares	Sole	2020-10-29
2020-06-30	$215,935	1,707	-10.5%	Shares	Sole	2020-07-31
2020-03-31	$221,288	1,907	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.