ST GERMAIN D J CO INC

Position in CAT — Caterpillar Inc

CIK 831571 SPRINGFIELD, MA

Position in CAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,475,539

+$2,872,329 QoQ

Shares Held

7,959

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#943

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ST GERMAIN D J CO INC holds $10,287,554 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	7,959	$8,475,539
2	DE	Deere & Co	2,619	$1,661,310
3	AGCO	Agco Corp /De	1,125	$134,662
4	PCAR	Paccar Inc	122	$14,654
5	MTW	Manitowoc Co Inc	100	$1,389

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,475,539	7,959	+0.6%	Shares	Sole	2026-07-21
2026-03-31	$5,603,210	7,909	-1.6%	Shares	Sole	2026-04-13
2025-12-31	$4,604,729	8,038	-4.3%	Shares	Sole	2026-01-29
2025-09-30	$4,008,060	8,400	-3.6%	Shares	Sole	2025-10-07
2025-06-30	$3,382,861	8,714	+12.7%	Shares	Sole	2025-07-16
2025-03-31	$2,549,683	7,731	-7.4%	Shares	Sole	2025-04-09
2024-12-31	$3,027,232	8,345	+29.7%	Shares	Sole	2025-01-10
2024-09-30	$2,516,857	6,435	+4.0%	Shares	Sole	2024-10-18
2024-06-30	$2,060,223	6,185	-6.3%	Shares	Sole	2024-07-08
2024-03-31	$2,419,903	6,604	-1.2%	Shares	Sole	2024-04-02
2023-12-31	$1,975,666	6,682	+0.8%	Shares	Sole	2024-01-02
2023-09-30	$1,809,444	6,628	-0.6%	Shares	Sole	2023-10-23
2023-06-30	$1,640,661	6,668	-7.6%	Shares	Sole	2023-09-07
2022-12-31	$1,729,622	7,220	+30.1%	Shares	Sole	2023-02-27
2022-09-30	$910,644	5,550	0.0%	Shares	Sole	2022-11-21
2022-06-30	$992,118	5,550	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$1,244,226	5,584	+1.5%	Shares	Sole	2022-05-12
2021-12-31	$1,137,483	5,502	-1.6%	Shares	Sole	2022-02-11
2021-09-30	$1,073,304	5,591	+0.7%	Shares	Sole	2021-11-03
2021-06-30	$1,208,499	5,553	0.0%	Shares	Sole	2021-07-28
2021-03-31	$1,287,574	5,553	+16.8%	Shares	Sole	2021-05-13
2020-12-31	$865,141	4,753	+26.6%	Shares	Sole	2021-02-04
2020-09-30	$560,058	3,755	0.0%	Shares	Sole	2020-11-10
2020-06-30	$475,007	3,755	-6.7%	Shares	Sole	2020-08-13
2020-03-31	$467,061	4,025	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.