CAT
Caterpillar, Inc.
Listed by 12 members on their latest annual reports (15 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Aaron Bean FL-4 | Member | Fidelity IRA ⇒ Caterpillar, Inc. (CAT) ST | $50,001 - $100,000 | May 14, 2026 filing 10078008, p. 2 |
| Bryan Steil WI-1 | Member | JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT ⇒ Caterpillar, Inc. (CAT) ST | $50,001 - $100,000 | May 12, 2026 filing 10075925, p. 1 |
| Robert P. Bresnahan, Jr. PA-8 | Member | JP Morgan Brokerage Account ⇒ Caterpillar, Inc. Common Stock (CAT) ST | $15,001 - $50,000 | August 13, 2026 filing 10075331, p. 6 |
| Gilbert Ray Cisneros, Jr. CA-31 | Member | 150 Main Street Trust ⇒ Bank of America ⇒ Caterpillar, Inc. (CAT) ST | $15,001 - $50,000 | August 13, 2026 filing 10074952, p. 8 |
| Glenn Ivey MD-4 | Joint | Ameriprise Brokerage Account ⇒ Caterpillar, Inc. Common Stock (CAT) ST | $15,001 - $50,000 | August 13, 2026 filing 10081413, p. 3 |
| Nicole Malliotakis NY-11 | Member | Caterpillar, Inc. (CAT) ST | $15,001 - $50,000 | August 7, 2026 filing 10076820, p. 1 |
| Jared Moskowitz FL-23 | Member | Morgan Stanley Active Assets (1) ⇒ Caterpillar, Inc. (CAT) ST | $15,001 - $50,000 | August 13, 2026 filing 10074897, p. 8 |
| Tim Walberg MI-5 | Joint | Caterpillar, Inc. Common Stock (CAT) ST | $15,001 - $50,000 | May 13, 2026 filing 10076315, p. 1 |
| Robert B. Aderholt AL-4 | Member | Robert B Aderholt - Individual TOD ⇒ Caterpillar, Inc. Common Stock (CAT) ST | $1,001 - $15,000 | August 13, 2026 filing 10078366, p. 5 |
| Glenn Ivey MD-4 | Member | Ameriprise - Inherited IRA ⇒ Caterpillar, Inc. Common Stock (CAT) ST | $1,001 - $15,000 | August 13, 2026 filing 10081413, p. 2 |
| Julie Johnson TX-32 | Joint | Merrill Lynch Tax Efficient Core ⇒ Caterpillar, Inc. (CAT) ST | $1,001 - $15,000 | August 13, 2026 filing 10075196, p. 20 |
| Laurel M. Lee FL-15 | Member | Charles Schwab Account LML ⇒ Caterpillar, Inc. (CAT) ST | $1,001 - $15,000 | August 13, 2026 filing 10081525, p. 3 |
| Lucy McBath GA-6 | Spouse | Curtis - Fidelity Brokerage #2 ⇒ Caterpillar, Inc. Common Stock (CAT) ST | $1,001 - $15,000 | September 11, 2026 filing 10074842, p. 5 |
| Jared Moskowitz FL-23 | Dependent child | Morgan Stanley Active Assets (5) ⇒ Caterpillar, Inc. (CAT) ST | $1,001 - $15,000 | August 13, 2026 filing 10074897, p. 14 |
| Jared Moskowitz FL-23 | Dependent child | Morgan Stanley Active Assets (6) ⇒ Caterpillar, Inc. (CAT) ST | $1,001 - $15,000 | August 13, 2026 filing 10074897, p. 18 |
Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Jefferson Shreve.
How the count is made: see Most held.