MONTAG A & ASSOCIATES INC

Position in CAT — Caterpillar Inc

CIK 829407 ATLANTA, GA

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$13,055,674

+$4,293,441 QoQ

Shares Held

12,260

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#736

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $16,345,167 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	12,260	$13,055,674
2	DE	Deere & Co	4,982	$3,160,232
3	OSK	Oshkosh Corp	520	$79,809
4	TEX	Terex Corp	517	$37,425
5	CNH	CNH Industrial N.V.	1,071	$12,027

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,055,674	12,260	-0.9%	Shares	Sole	2026-08-05
2026-03-31	$8,762,233	12,368	-20.1%	Shares	Sole	2026-04-29
2025-12-31	$8,865,163	15,475	-3.6%	Shares	Sole	2026-02-02
2025-09-30	$7,656,826	16,047	+3.2%	Shares	Sole	2025-11-12
2025-06-30	$6,037,441	15,552	-5.6%	Shares	Sole	2025-08-07
2025-03-31	$5,431,806	16,470	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$5,961,235	16,433	+0.2%	Shares	Sole	2025-01-30
2024-09-30	$6,412,021	16,394	-2.8%	Shares	Sole	2024-11-05
2024-06-30	$5,616,066	16,860	-3.8%	Shares	Sole	2024-07-31
2024-03-31	$6,424,617	17,533	+42.8%	Shares	Sole	2024-05-07
2023-12-31	$3,629,349	12,275	+8.3%	Shares	Sole	2024-02-07
2023-09-30	$3,094,728	11,336	+383.4%	Shares	Sole	2023-11-09
2023-06-30	$576,987	2,345	+8.3%	Shares	Sole	2023-08-09
2023-03-31	$495,438	2,165	0.0%	Shares	Sole	2023-05-11
2022-12-31	$518,647	2,165	-37.3%	Shares	Sole	2023-02-02
2022-09-30	$566,896	3,455	+49.2%	Shares	Sole	2022-11-09
2022-06-30	$413,829	2,315	0.0%	Shares	Sole	2022-08-10
2022-03-31	$515,828	2,315	0.0%	Shares	Sole	2022-05-02
2021-12-31	$478,603	2,315	0.0%	Shares	Sole	2022-02-09
2021-09-30	$444,410	2,315	-11.5%	Shares	Sole	2021-11-08
2021-06-30	$569,102	2,615	+0.6%	Shares	Sole	2021-08-03
2021-03-31	$602,862	2,600	0.0%	Shares	Sole	2021-05-14
2020-12-31	$473,252	2,600	-3.7%	Shares	Sole	2021-02-12
2020-09-30	$402,705	2,700	+42.1%	Shares	Sole	2020-11-12
2020-06-30	$240,350	1,900	0.0%	Shares	Sole	2020-08-04
2020-03-31	$220,476	1,900	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.