UMB Bank, n.a.

Position in CAT — Caterpillar Inc

CIK 933429 Kansas City, MO

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$72,546,312

+$23,736,961 QoQ

Shares Held

68,125

-1.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#274

of 4,030 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

UMB Bank, n.a. holds $88,306,308 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	68,125	$72,546,312
2	DE	Deere & Co	18,945	$12,017,381
3	PCAR	Paccar Inc	25,876	$3,108,224
4	OSK	Oshkosh Corp	1,365	$209,500
5	CNH	CNH Industrial N.V.	11,075	$124,372
6	TEX	Terex Corp	1,655	$119,805
7	AGCO	Agco Corp /De	828	$99,111
8	FSS	Federal Signal Corp /De/	274	$35,206

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,546,312	68,125	-1.1%	Shares	Defined	2026-08-13
2026-03-31	$48,809,351	68,895	+6.6%	Shares	Defined	2026-05-11
2025-12-31	$37,032,034	64,643	+39.8%	Shares	Defined	2026-02-13
2025-09-30	$22,064,370	46,242	-2.5%	Shares	Defined	2025-11-04
2025-06-30	$18,417,847	47,443	-4.7%	Shares	Defined	2025-07-11
2025-03-31	$16,416,783	49,778	-9.3%	Shares	Sole	2025-04-14
2024-12-31	$19,915,160	54,899	-5.5%	Shares	Defined	2025-01-16
2024-09-30	$22,731,502	58,119	-0.9%	Shares	Defined	2024-10-09
2024-06-30	$19,536,314	58,650	-7.0%	Shares	Defined	2024-07-29
2024-03-31	$23,120,633	63,097	-5.3%	Shares	Defined	2024-04-26
2023-12-31	$19,701,083	66,632	-6.4%	Shares	Defined	2024-01-23
2023-09-30	$19,443,060	71,220	-6.2%	Shares	Defined	2023-10-18
2023-06-30	$18,686,759	75,947	-44.2%	Shares	Defined	2023-07-25
2023-03-31	$31,142,835	136,090	-12.6%	Shares	Defined	2023-04-11
2022-12-31	$37,293,023	155,673	-4.9%	Shares	Defined	2023-01-10
2022-09-30	$26,863,997	163,725	+0.4%	Shares	Defined	2022-10-13
2022-06-30	$29,153,968	163,090	+1.4%	Shares	Defined	2022-07-20
2022-03-31	$35,845,498	160,872	+4.6%	Shares	Defined	2022-04-22
2021-12-31	$31,795,577	153,795	-13.8%	Shares	Defined	2022-02-09
2021-09-30	$34,248,791	178,407	-0.3%	Shares	Sole	2021-10-18
2021-06-30	$38,951,851	178,982	+1.1%	Shares	Sole	2021-07-26
2021-03-31	$41,034,265	176,971	+48.8%	Shares	Sole	2021-04-15
2020-12-31	$21,650,004	118,943	+39.2%	Shares	Sole	2021-02-04
2020-09-30	$12,741,436	85,427	0.0%	Shares	Sole	2020-10-16
2020-06-30	$10,806,515	85,427	+0.2%	Shares	Sole	2020-07-16
2020-03-31	$9,891,249	85,240	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.