BURNEY CO/

Position in CAT — Caterpillar Inc

CIK 940445 RESTON, VA

Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$9,324,264

+$2,936,789 QoQ

Shares Held

8,756

-2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#898

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Industrials · as of Jun 30, 2026

BURNEY CO/ holds $24,565,225 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	15,562	$9,871,443
2	CAT	Caterpillar Inc This page	8,756	$9,324,264
3	OSK	Oshkosh Corp	24,663	$3,785,277
4	FSS	Federal Signal Corp /De/	8,192	$1,052,590
5	PCAR	Paccar Inc	4,426	$531,651

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,324,264	8,756	-2.9%	Shares	Sole	2026-07-15
2026-03-31	$6,387,475	9,016	-29.5%	Shares	Sole	2026-04-29
2025-12-31	$7,324,142	12,785	+3.0%	Shares	Sole	2026-01-23
2025-09-30	$5,921,431	12,410	-2.1%	Shares	Sole	2025-10-16
2025-06-30	$4,923,279	12,682	-12.5%	Shares	Sole	2025-08-05
2025-03-31	$4,781,770	14,499	-2.4%	Shares	Sole	2025-05-06
2024-12-31	$5,389,525	14,857	-2.7%	Shares	Sole	2025-01-14
2024-09-30	$5,971,229	15,267	-4.2%	Shares	Sole	2024-10-18
2024-06-30	$5,306,283	15,930	-6.6%	Shares	Sole	2024-07-29
2024-03-31	$6,252,395	17,063	-8.7%	Shares	Sole	2024-05-22
2023-12-31	$5,527,846	18,696	-1.8%	Shares	Sole	2024-02-12
2023-09-30	$5,196,828	19,036	-0.4%	Shares	Sole	2023-11-08
2023-06-30	$4,700,539	19,104	-5.7%	Shares	Sole	2023-08-09
2023-03-31	$4,636,069	20,259	+3.1%	Shares	Sole	2023-05-10
2022-12-31	$4,708,551	19,655	-30.0%	Shares	Sole	2023-02-06
2022-09-30	$4,609,499	28,093	+66.1%	Shares	Sole	2022-11-15
2022-06-30	$3,023,546	16,914	-5.3%	Shares	Sole	2022-08-12
2022-03-31	$3,981,347	17,868	-0.7%	Shares	Sole	2022-05-09
2021-12-31	$3,719,252	17,990	-0.7%	Shares	Sole	2022-02-11
2021-09-30	$3,476,768	18,111	-8.5%	Shares	Sole	2021-11-12
2021-06-30	$4,308,856	19,799	-44.6%	Shares	Sole	2021-08-06
2021-03-31	$8,288,425	35,746	+1.6%	Shares	Sole	2021-05-13
2020-12-31	$6,407,104	35,200	-5.2%	Shares	Sole	2021-02-11
2020-09-30	$5,537,044	37,124	-1.7%	Shares	Defined	2020-12-14
2020-06-30	$4,777,019	37,763	+5.6%	Shares	Sole	2020-08-13
2020-03-31	$4,150,054	35,764	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.