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DAVENPORT & Co LLC

Position in CAT — Caterpillar Inc

CIK 887777 RICHMOND, VA

Position in CAT

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$46,132,532
+$14,594,727 QoQ
Shares Held
43,321
-2.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#357
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 61% Shared 0% None 39%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

DAVENPORT & Co LLC holds $65,906,404 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
43,321 $46,132,532

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $46,132,532 43,321
2026-03-31 $31,537,805 44,516
2025-12-31 $25,651,972 44,778
2025-09-30 $21,901,662 45,901
2025-06-30 $17,913,562 46,144
2025-03-31 $15,193,886 46,070
2024-12-31 $16,344,151 45,055
2024-09-30 $16,671,490 42,625
2024-06-30 $13,983,204 41,979
2024-03-31 $15,205,745 41,497
2023-12-31 $12,566,270 42,501
2023-09-30 $11,393,655 41,735
2023-06-30 $10,434,488 42,408
2023-03-31 $9,834,170 42,974
2022-12-31 $10,463,501 43,678
2022-09-30 $7,633,001 46,520
2022-06-30 $8,455,526 47,301
2022-03-31 $10,350,657 46,453
2021-12-31 $9,500,323 45,953
2021-09-30 $8,841,754 46,058
2021-06-30 $9,303,464 42,749
2021-03-31 $9,885,081 42,632
2020-12-31 $9,554,775 52,493
2020-09-30 $7,842,157 52,579
2020-06-30 $6,481,986 51,241
2020-03-31 $6,383,592 55,012