NBT BANK N A /NY

Bank

Position in CAT — Caterpillar Inc

CIK 898413 Norwich, NY

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$40,932,624

+$12,539,675 QoQ

Shares Held

38,438

-4.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

3.90%

of 13F equity value

Holder Rank

#391

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 64% Shared 0% None 35%

Industrials · as of Jun 30, 2026

NBT BANK N A /NY holds $60,110,210 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	38,438	$40,932,624
2	DE	Deere & Co	30,162	$19,132,660
3	PCAR	Paccar Inc	281	$33,753
4	OSK	Oshkosh Corp	65	$9,976
5	AGCO	Agco Corp /De	10	$1,197

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,932,624	38,438	-4.1%	Shares	Defined	2026-07-29
2026-03-31	$28,392,949	40,077	+29.5%	Shares	Defined	2026-04-28
2025-12-31	$17,732,044	30,953	-0.5%	Shares	Defined	2026-01-23
2025-09-30	$14,844,135	31,110	-26.2%	Shares	Defined	2025-10-28
2025-06-30	$16,371,978	42,173	+35.7%	Shares	Sole	2025-07-23
2025-03-31	$10,252,491	31,087	-29.0%	Shares	Sole	2025-04-17
2024-12-31	$15,876,553	43,766	-2.1%	Shares	Sole	2025-02-07
2024-09-30	$17,491,276	44,721	-2.0%	Shares	Sole	2024-11-14
2024-06-30	$15,207,345	45,654	-1.4%	Shares	Sole	2024-07-30
2024-03-31	$16,961,676	46,289	-2.4%	Shares	Sole	2024-04-24
2023-12-31	$14,017,122	47,408	+35.7%	Shares	Sole	2024-02-09
2023-09-30	$9,539,439	34,943	+61.4%	Shares	Sole	2023-10-26
2023-06-30	$5,328,458	21,656	-2.1%	Shares	Sole	2023-07-24
2023-03-31	$5,063,085	22,125	-0.5%	Shares	Sole	2023-05-02
2022-12-31	$5,326,856	22,236	-0.2%	Shares	Sole	2023-02-10
2022-09-30	$3,656,358	22,284	+0.3%	Shares	Sole	2022-11-15
2022-06-30	$3,972,046	22,220	-1.2%	Shares	Sole	2022-07-26
2022-03-31	$5,011,444	22,491	-2.0%	Shares	Sole	2022-04-29
2021-12-31	$4,742,822	22,941	-0.9%	Shares	Sole	2022-01-27
2021-09-30	$4,442,377	23,141	-1.1%	Shares	Sole	2021-10-18
2021-06-30	$5,090,800	23,392	-3.1%	Shares	Sole	2021-07-28
2021-03-31	$5,599,891	24,151	+0.4%	Shares	Sole	2021-04-08
2020-12-31	$4,378,490	24,055	+2.2%	Shares	Sole	2021-01-15
2020-09-30	$3,509,797	23,532	-1.0%	Shares	Sole	2020-10-29
2020-06-30	$3,007,537	23,775	-0.6%	Shares	Sole	2020-07-22
2020-03-31	$2,776,024	23,923	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.