1834 INVESTMENT ADVISORS CO

Position in CAT — Caterpillar Inc

CIK 1138486 Milwaukee, WI

Position in CAT

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

Position Value

$950,955

+$318,301 QoQ

Shares Held

893

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,535

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

1834 INVESTMENT ADVISORS CO holds $11,067,168 across 4 Farm & Heavy Construction Machinery names. CAT ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNH	CNH Industrial N.V.	524,119	$5,885,856
2	PCAR	Paccar Inc	32,815	$3,941,737
3	CAT	Caterpillar Inc This page	893	$950,955
4	DE	Deere & Co	455	$288,620

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$950,955	893	0.0%	Shares	Sole	2026-07-30
2026-03-31	$632,654	893	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$515,583	900	0.0%	Shares	Sole	2026-01-29
2025-09-30	$429,435	900	0.0%	Shares	Sole	2025-10-31
2025-06-30	$349,389	900	0.0%	Shares	Sole	2025-07-16
2025-03-31	$296,820	900	-14.2%	Shares	Sole	2025-05-09
2024-12-31	$380,535	1,049	0.0%	Shares	Sole	2025-01-21
2024-09-30	$410,284	1,049	0.0%	Shares	Sole	2024-10-30
2024-06-30	$349,421	1,049	-9.5%	Shares	Sole	2024-07-26
2024-03-31	$424,692	1,159	0.0%	Shares	Sole	2024-05-01
2023-12-31	$342,681	1,159	-28.5%	Shares	Sole	2024-01-11
2023-09-30	$442,533	1,621	-4.4%	Shares	Sole	2023-10-24
2023-06-30	$417,300	1,696	-34.1%	Shares	Sole	2023-07-31
2023-03-31	$588,576	2,572	+102.5%	Shares	Sole	2023-05-09
2022-12-31	$304,241	1,270	0.0%	Shares	Sole	2023-02-13
2022-09-30	$208,381	1,270	-13.3%	Shares	Sole	2022-11-14
2022-06-30	$261,704	1,464	+5.4%	Shares	Sole	2022-08-16
2022-03-31	$309,496	1,389	0.0%	Shares	Sole	2022-05-24
2021-12-31	$287,161	1,389	-1.4%	Shares	Sole	2022-02-16
2021-09-30	$270,485	1,409	0.0%	Shares	Sole	2021-11-15
2021-06-30	$306,640	1,409	-15.1%	Shares	Sole	2021-08-17
2021-03-31	$384,672	1,659	-18.2%	Shares	Sole	2021-05-14
2020-12-31	$369,318	2,029	-6.6%	Shares	Sole	2021-02-16
2020-09-30	$323,953	2,172	-20.1%	Shares	Sole	2020-11-16
2020-06-30	$343,953	2,719	-8.4%	Shares	Sole	2020-08-17
2020-03-31	$344,522	2,969	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.