HM PAYSON & CO

Position in CAT — Caterpillar Inc

CIK 928052 PORTLAND, ME

Position in CAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$59,640,789

-$17,769,091 QoQ

Shares Held

56,006

-48.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#312

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Industrials · as of Jun 30, 2026

HM PAYSON & CO holds $95,057,399 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	56,006	$59,640,789
2	DE	Deere & Co	55,033	$34,909,081
3	AGCO	Agco Corp /De	2,500	$299,250
4	OSK	Oshkosh Corp	1,350	$207,198
5	PCAR	Paccar Inc	9	$1,081

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,640,789	56,006	-48.7%	Shares	Sole	2026-07-17
2026-03-31	$77,409,880	109,265	-12.2%	Shares	Sole	2026-04-13
2025-12-31	$71,290,806	124,445	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$59,688,124	125,093	-9.4%	Shares	Sole	2025-10-17
2025-06-30	$53,583,072	138,026	-11.4%	Shares	Sole	2025-10-17
2025-03-31	$51,406,255	155,871	+20.4%	Shares	Sole	2025-04-29
2024-12-31	$46,956,017	129,441	-1.0%	Shares	Sole	2025-02-07
2024-09-30	$51,122,903	130,709	+140.1%	Shares	Sole	2024-10-28
2024-06-30	$18,136,961	54,449	+911.1%	Shares	Sole	2024-08-13
2024-03-31	$1,973,224	5,385	+0.0%	Shares	Sole	2024-06-20
2023-12-31	$1,591,590	5,383	-0.2%	Shares	Sole	2024-02-13
2023-09-30	$1,472,016	5,392	+2.1%	Shares	Sole	2023-11-06
2023-06-30	$1,299,882	5,283	+2.1%	Shares	Sole	2023-07-17
2023-03-31	$1,184,475	5,176	-0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,240,202	5,177	+0.1%	Shares	Sole	2023-02-06
2022-09-30	$848,621	5,172	-1.6%	Shares	Sole	2022-10-25
2022-06-30	$939,383	5,255	-0.9%	Shares	Sole	2022-08-15
2022-03-31	$1,181,391	5,302	-1.6%	Shares	Sole	2022-05-12
2021-12-31	$1,114,328	5,390	-3.1%	Shares	Sole	2022-02-15
2021-09-30	$1,067,545	5,561	-1.2%	Shares	Sole	2021-11-30
2021-06-30	$1,225,474	5,631	+12.4%	Shares	Sole	2021-08-17
2021-03-31	$1,161,900	5,011	+2.1%	Shares	Sole	2021-06-15
2020-12-31	$893,536	4,909	-23.0%	Shares	Sole	2021-03-10
2020-09-30	$950,831	6,375	-6.2%	Shares	Sole	2020-12-21
2020-06-30	$860,200	6,800	-4.6%	Shares	Sole	2020-08-13
2020-03-31	$827,249	7,129	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.