JOHN G ULLMAN & ASSOCIATES INC

Position in CAT — Caterpillar Inc

CIK 919530 CORNING, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$313,080

+$32,530 QoQ

Shares Held

294

-25.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,483

of 4,031 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

JOHN G ULLMAN & ASSOCIATES INC holds $21,847,534 across 4 Farm & Heavy Construction Machinery names. CAT ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNN	Lindsay Corp	95,760	$11,855,088
2	ASTE	Astec Industries Inc	150,165	$9,188,596
3	AGCO	Agco Corp /De	4,100	$490,770
4	CAT	Caterpillar Inc This page	294	$313,080

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,080	294	-25.8%	Shares	Sole	2026-08-11
2026-03-31	$280,550	396	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.